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 Sporkia is a financial advisor in Great Falls, Montana. Mark is currently registered with D.a. Davidson & Co., a large firm with more than 10,000 clients and over $36 billion in regulatory assets under management. Before joining D.a. Davidson & Co., Mark worked at CHARLES SCHWAB & CO., INC. and NORTH AMERICAN CLEARING, INC., among other firms. Mark holds Series 63 and Series 65 licenses and has several years of experience in the financial services industry. Mark's specializations include financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
MT
11/20/2020 - Present
D.a. Davidson & Co. (GREAT FALLS MT)
FL
01/23/2009 - 05/21/2019
CHARLES SCHWAB & CO., INC. (Orlando FL)
FL
04/08/2005 - 05/12/2005
NORTH AMERICAN CLEARING, INC. (LONGWOOD FL)
CO
12/10/2003 - 02/01/2005
OMNIVEST, INC. (DENVER CO)
TX
01/04/1994 - 12/03/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
07/10/1992 - 11/15/1993
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
11/20/1991 - 07/13/1992
J. W. GANT & ASSOCIATES, INC.
IA
Issued 11/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/21/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/26/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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