Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edward Bentley is a financial advisor with over 30 years of experience in the industry. Mark is currently registered with Osaic Wealth, Inc., and has held previous roles with LFG SECURITIES, INC., and TRANSAMERICA FINANCIAL RESOURCES, INC. Mark is a Series 6, 22 and 63 licensed advisor and holds the SIE designation. Mark's specializations include retirement planning, investment management, insurance planning, estate planning and college savings. Mark is dedicated to providing personalized financial advice and helping clients achieve 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.
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
CA
08/01/1995 - Present
Osaic Wealth, Inc. (IONE CA)
NA
09/11/1987 - 08/01/1995
LFG SECURITIES, INC.
CA
08/10/1992 - 02/20/1993
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
BC
Issued 03/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/09/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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