Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Copeland is a financial advisor with over 30 years of experience in the industry. Mark is a Certified Financial Planner™ professional and holds Series 6, 7, 22, 63, and 65 licenses. Mark is currently registered with Seia, a financial services firm with offices in Newport Beach and Los Angeles. Mark provides financial planning services to individuals, corporations, high-net-worth clients, pension and profit sharing plans, and charitable organizations. Mark's previous experience includes working with OSAIC WEALTH, INC., SIGNATOR INVESTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. Mark is dedicated to providing personalized financial advice and helping his 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.
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
03/27/2019 - Present
Seia (Newport Beach CA)
CA
11/02/2018 - 08/24/2023
OSAIC WEALTH, INC. (NEWPORT BEACH CA)
CA
07/19/1988 - 11/02/2018
SIGNATOR INVESTORS, INC. (NEWPORT BEACH CA)
MA
07/19/1988 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 11/17/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/18/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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