Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Werner is a financial professional with over 30 years of experience in the financial services industry. Mark is registered with Ameritas Advisory Services, LLC, and is licensed in multiple states, including Missouri, Texas, Arkansas, California, Colorado, Florida, Illinois, Indiana, Kansas, Louisiana, Maine, Maryland, Massachusetts, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Virginia, Washington, and Wisconsin. Mark is a Chartered Financial Consultant and has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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.
Solicitor fees
1
2
MO
11/01/2021 - Present
Ameritas Advisory Services, LLC (Chesterfield MO)
MO
06/19/2003 - 06/30/2006
CARILLON INVESTMENTS, INC. (CHESTERFIELD MO)
NY
07/14/2000 - 04/23/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
03/08/1999 - 07/11/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
05/08/1991 - 02/01/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
09/22/1988 - 04/26/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/22/1988 - 04/26/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
09/03/1987 - 08/29/1988
A. G. EDWARDS & SONS, INC.
NA
01/03/1984 - 09/10/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Werner is the right advisor for you? Invested Better is here to help.
