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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Duane Cunningham is a financial advisor with Mercer Global Advisors Inc., a firm headquartered in Denver, Colorado. Mark has been in the financial services industry since 1988 and has held various positions at different firms including PaineWebber Incorporated, Lehman Brothers Inc., and Raymond James Financial Services, Inc. Mark is a Certified Financial Planner and has a Series 3, Series 7, Series 24, and Series 63 license. Mark's areas of expertise include investment planning, portfolio management, retirement planning, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
11/03/2022 - Present
Mercer Global Advisors Inc. (DENVER CO)
TX
12/03/1997 - 11/16/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BELLAIRE TX)
NJ
07/27/1993 - 12/12/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/23/1988 - 07/30/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 04/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1988
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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