Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stawarz is a financial advisor with over 25 years of experience in the financial industry. Mark is registered with LPL Financial LLC and is also registered as an Investment Advisor Representative in Texas. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in providing financial planning and investment management services to individuals, families, and businesses. Mark has previously worked with USAA Financial Advisors, Inc. and USAA Investment Management Company. In addition to his work with LPL Financial, Mark also provides consulting services to clients. Mark is dedicated to helping 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.
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
TX
11/24/2017 - Present
LPL Financial LLC (FAIR OAKS RANCH TX)
TX
01/07/2004 - 06/13/2014
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
02/14/1994 - 12/31/2003
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BC
Issued 06/12/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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