Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Duran is a financial advisor with over 17 years of experience in the industry. Mark has a strong track record of success in providing investment advice and financial planning services to a wide range of clients, including individuals, families, businesses, and institutions. Mark is a Certified Financial Planner and a Chartered Financial Analyst. He is also a registered representative with FINRA and a member of the CFP Board. Mark is currently employed by World Investment Advisors, LLC. Previously, he worked at Pensionmark Securities, LLC, CapFinancial Securities, LLC, LPL Financial LLC and Gunnallen Financial, Inc. Mark provides financial planning, portfolio management and other investment related services.
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.
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.
1
2
FL
09/19/2016 - Present
World Investment Advisors, LLC (St. Petersburg FL)
NC
09/01/2016 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
FL
04/05/2012 - 08/17/2016
LPL FINANCIAL LLC (TAMPA FL)
FL
02/09/2009 - 04/04/2012
INVEST FINANCIAL CORPORATION (CLEARWATER FL)
FL
07/20/2007 - 02/13/2009
INTERSECURITIES, INC. (CLEARWATER FL)
FL
02/02/2005 - 02/24/2006
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
11/04/2002 - 01/26/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 08/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/31/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Duran is the right advisor for you? Invested Better is here to help.
