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Mark Delaney is a financial advisor who has been in the industry since 1996. Mark works with LPL Financial LLC and has branch office locations in Austin, Texas. Mark is registered in 19 states and holds Series 6, 7, 24 and 63 licenses, as well as the SIE exam. Mark offers investment advice to a range of clients including individuals, corporations, high-net-worth individuals, charitable organizations, and pension plans. Mark has previously worked with Pruco Securities Corporation and FSC Securities Corporation.
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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TX
08/24/1998 - Present
LPL Financial LLC (AUSTIN TX)
GA
02/25/1998 - 08/28/1998
FSC SECURITIES CORPORATION (ATLANTA GA)
NJ
02/06/1996 - 02/09/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 02/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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