Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Van valkenburg is an investment advisor representative with TLG Advisors, Inc. Mark has been in the financial services industry since December 8, 1993. Mark is currently registered with the state of Massachusetts. Mark has previously been registered with a number of other firms, including Liberty Partners Financial Services, LLC, Lincoln Financial Securities Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, and Security First Financial, Inc. Mark has a wide range of experience in the financial services industry, including investment advisory, financial planning, and insurance.
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.
Placement of institutional funds
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.
1
2
CO
02/21/2023 - Present
TLG Advisors, Inc. (LITTLETON CO)
MA
11/01/2018 - 03/28/2023
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (East Longmeadow MA)
MA
10/19/1999 - 11/05/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (EAST LONGMEADOW MA)
MA
12/23/1998 - 09/01/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/23/1998 - 09/01/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
11/16/1994 - 01/01/1999
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
MA
10/04/1993 - 10/27/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/04/1993 - 10/27/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Van valkenburg is the right advisor for you? Invested Better is here to help.
