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 Choinski is a financial advisor with LPL Financial LLC. Mark has been in the industry since 1996 and has experience with a variety of firms including Securities America, Inc., National Planning Corporation, and H.D. Vest Investment Services. Mark specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations. Mark is also a tax preparer and accountant and holds Series 6, 7, 63, 65, and 66 licenses.
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
NY
10/19/2023 - Present
LPL Financial LLC (POUGHKEEPSIE NY)
CT
11/02/2017 - 10/19/2023
SECURITIES AMERICA, INC. (FAIRFIELD CT)
NY
09/11/2013 - 11/09/2017
NATIONAL PLANNING CORPORATION (NEWBURGH NY)
NY
09/23/2011 - 01/08/2013
H.D. VEST INVESTMENT SERVICES (HOPEWELL JUNCTION NY)
NY
03/24/2008 - 09/30/2009
PRIME CAPITAL SERVICES, INC. (NEWBURGH NY)
NY
11/16/2007 - 01/04/2008
NATIONAL PLANNING CORPORATION (POUGHKEEPSIE NY)
CT
07/23/1999 - 11/01/2007
SECURITIES AMERICA, INC. (FAIRFIELD CT)
AZ
06/02/1998 - 07/21/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
09/18/1996 - 06/03/1998
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 06/02/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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