Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Eckell is a financial advisor at LPL Financial LLC with over 16 years of experience in the industry. Mark has a wide range of experience in providing financial advice to individuals and families, corporations, and charitable organizations. Mark is a Certified Financial Planner (CFP) and holds a variety of licenses and certifications, including Series 7, 9, 10, 24, 63 and 66. Prior to joining LPL Financial LLC, Mark was a financial advisor at Northwestern Mutual Investment Services, LLC and Fifth Third Securities, Inc.. Mark is dedicated to providing clients with personalized financial advice and guidance to help them 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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2
KY
08/29/2018 - Present
LPL Financial LLC (INDEPENDENCE KY)
OH
04/30/2010 - 07/24/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CINCINNATI OH)
OH
04/18/2005 - 12/18/2009
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MO
06/04/2002 - 03/21/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 05/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/18/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2008
Series 4 - Registered Options Principal Examination
BC
Issued 09/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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