Unclaimed
Mark Edward Tang is an investment advisor representative and has been in the financial services industry since 2007. Mark is currently registered with Verus Capital Partners, LLC, a registered investment advisor firm. Prior to that, Mark was registered with Securities America, Inc., National Planning Corporation, Princor Financial Services Corporation, MetLife Securities Inc., The O.N. Equity Sales Company, and AXA Advisors, LLC. Mark is a Series 6, 7, 63, and 65 licensed professional and holds the SIE designation. Mark provides financial planning, investment advice, and portfolio management for individuals and businesses. Mark is also a registered representative with LPL Financial, LLC.
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
AZ
01/01/2015 - Present
Verus Capital Partners, LLC (SCOTTSDALE AZ)
AZ
04/11/2014 - 10/29/2020
SECURITIES AMERICA, INC. (SCOTTSDALE AZ)
AZ
08/01/2012 - 04/01/2014
NATIONAL PLANNING CORPORATION (GLENDALE AZ)
AZ
11/22/2010 - 08/06/2012
PRINCOR FINANCIAL SERVICES CORPORATION (PHOENIX AZ)
AZ
10/01/2009 - 11/30/2010
METLIFE SECURITIES INC. (TEMPE AZ)
AZ
07/31/2009 - 10/05/2009
THE O.N. EQUITY SALES COMPANY (SCOTTSDALE AZ)
AZ
08/23/2007 - 07/13/2009
AXA ADVISORS, LLC (SCOTTSDALE AZ)
IA
Issued 04/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Tang is the right advisor for you? Invested Better is here to help.