Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Elliott Sear is an investment advisor representative at Evoke Advisors. Mark has been in the financial services industry for over 20 years. Mark has experience with a variety of investment products and services, including securities, futures, and direct participation programs. Mark holds a Series 3, 7, 22, 31, and 63 licenses, as well as a Series 65 license. Mark is registered as an investment advisor representative in California, Colorado, Florida, Nevada, Ohio, Oregon, and Texas. Mark is also a managing partner of Evoke Wealth, LLC and an investment advisor representative at INbalance Advisors, 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.
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.
Administrtive service, financial planning, and sub-advisory fees
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CA
07/10/2023 - Present
Evoke Advisors (LOS ANGELES CA)
CA
07/03/2013 - 06/04/2019
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
CA
04/28/1997 - 05/14/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
NY
08/26/1993 - 05/08/1997
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 02/26/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2013
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/17/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/02/1993
Series 3 - National Commodity Futures Examination
BC
Issued 08/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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