Unclaimed
Mark Collier is a financial advisor with LPL Enterprise, LLC. Mark is registered with the state of Florida as a registered representative and an investment advisor. Mark has been in the industry for over 10 years and is passionate about helping clients reach their financial goals. Mark is also a registered representative with Pruco Securities, LLC. and has been active in the industry since 2023. Mark specializes in providing financial planning, consulting, and other non-discretionary advisory 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/18/2024 - Present
LPL Enterprise, LLC (ORLANDO FL)
FL
10/25/2023 - 11/01/2023
PRUCO SECURITIES, LLC. (ORLANDO FL)
BOTH
Issued 03/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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