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 Lavery is a financial professional with over 20 years of experience in the industry. Mark has a broad range of experience working for firms such as Apollo Global Securities, LLC, CION Securities, LLC, and Inland Securities Corporation. Mark currently holds a Series 24 license, along with his Series 7, 79TO, and SIE licenses. Mark's most recent employment is with CCO Capital, LLC, in Phoenix, Arizona. Mark is registered to provide investment advice in Arizona, California, and Missouri.
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.
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.
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2
AZ
02/10/2021 - Present
CCO Capital, LLC (PHOENIX AZ)
NY
07/26/2016 - 01/05/2021
APOLLO GLOBAL SECURITIES, LLC (NEW YORK NY)
NY
11/01/2011 - 10/20/2015
CION SECURITIES, LLC (NEW YORK NY)
IL
06/30/2001 - 11/01/2011
INLAND SECURITIES CORPORATION (OAK BROOK IL)
TX
08/22/2000 - 03/29/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IL
12/21/1998 - 11/23/1999
INVESTMENT PLANNERS, INC. (DECATUR IL)
BOTH
Issued 01/20/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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