Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Elwood Meservey is a financial advisor at LPL Financial LLC, with over 30 years of experience in the industry. Mark has a wide range of experience in the financial industry, including investment advisory, financial planning, and portfolio management. Mark is registered with the state of Texas and holds various licenses and certifications including Series 6, 7, 24, 51, and 63. Mark has also passed the SIE exam and the Uniform Investment Adviser Law Examination. Mark is dedicated to providing his clients with personalized financial advice and helping them 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.
1
2
TX
07/05/2011 - Present
LPL Financial LLC (LA GRANGE TX)
TX
08/07/2007 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (LA GRANGE TX)
TX
08/04/2003 - 07/30/2007
DFC INVESTOR SERVICES (LA GRANGE TX)
TX
01/08/1998 - 08/01/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
GA
04/22/1997 - 09/14/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
TX
03/18/1994 - 04/24/1997
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
MO
09/30/1993 - 04/07/1994
FFP SECURITIES, INC. (CHESTERFIELD MO)
IL
11/24/1992 - 10/21/1993
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IA
Issued 03/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Meservey is the right advisor for you? Invested Better is here to help.
