Unclaimed
Mark Everett Eveans is an investment advisor representative at Meritage Portfolio Management, Inc. based in Overland Park, Kansas. Mark has been a registered investment advisor representative since July 9, 1991 and is licensed in Kansas. Mark has specializations in financial planning, pension consulting, and portfolio management for businesses, individuals, and pooled investment vehicles. Mark is also a Chartered Financial Analyst and a Chartered Investment Counselor. Mark is a vice-chairman of EBK Trust Company.
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.
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.
A percentage of the total value of assets under management is charged.
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KS
07/09/1991 - Present
Meritage Portfolio Management, Inc. (OVERLAND PARK KS)
Active
Inactive
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