Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Loop is a financial advisor with over 27 years of experience in the financial services industry. Mark is registered with LPL Financial LLC, a firm with over $50 billion in assets under management, providing a broad range of financial services to individuals, corporations, and institutions. Prior to joining LPL Financial LLC, Mark was an advisor with OSAIC WEALTH, INC., SECURITIES AMERICA, INC., COMMONWEALTH FINANCIAL NETWORK, INLET SECURITIES, LLC, ADP BROKER-DEALER, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., HORNOR, TOWNSEND & KENT, INC., and EQUITY SERVICES, INC. Mark holds several professional designations, including the Certified Financial Planner designation. Mark specializes in a wide range of financial planning needs, including retirement planning, investment management, and estate planning. Mark's commitment to providing personalized service and comprehensive financial planning strategies has helped clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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FL
08/02/2024 - Present
LPL Financial LLC (Longwood FL)
FL
06/14/2024 - 08/02/2024
OSAIC WEALTH, INC. (LONGWOOD FL)
FL
10/31/2014 - 06/14/2024
SECURITIES AMERICA, INC. (LONGWOOD FL)
FL
03/28/2011 - 10/31/2014
COMMONWEALTH FINANCIAL NETWORK (ORLANDO FL)
FL
03/31/2010 - 07/07/2010
INLET SECURITIES, LLC (NEW SMYRNA BEACH FL)
NJ
01/04/2006 - 04/01/2009
ADP BROKER-DEALER, INC. (ROSELAND NJ)
FL
04/14/2005 - 12/16/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ORLANDO FL)
PA
07/09/2002 - 04/11/2005
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
VT
06/13/2000 - 08/28/2002
EQUITY SERVICES, INC. (MONTPELIER VT)
NJ
08/24/1994 - 05/23/2000
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 07/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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