Unclaimed
Mark Francis Poslajko is a financial advisor associated with LPL Financial LLC. Mark has been working in the financial services industry since 2004 and is registered in Alabama. Mark has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Mark offers a range of financial services, including financial planning, portfolio management, and consulting services.
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
AL
07/22/2013 - Present
LPL Financial LLC (HUNTSVILLE AL)
AL
09/02/2011 - 07/08/2013
AMERIPRISE FINANCIAL SERVICES, INC. (HUNTSVILLE AL)
AL
06/01/2009 - 09/20/2011
MORGAN STANLEY SMITH BARNEY (HUNTSVILLE AL)
AL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HUNTSVILLE AL)
AL
07/05/2004 - 04/02/2007
MORGAN STANLEY DW INC. (HUNTSVILLE AL)
BOTH
Issued 07/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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