Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Frieler is a financial advisor registered with Centaurus Financial, Inc. Mark has been in the financial industry since August 18, 1995. Mark is currently registered in 11 states including Texas, Florida, California, and Arizona. Mark also holds the Series 66 and Series 7 securities licenses as well as the Series 24 principal license. Prior to joining Centaurus Financial, Inc. Mark was a financial advisor with American Portfolios Financial Services, Inc. Mark specializes in providing financial advice to individuals, high net worth individuals, and corporations.
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.
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.
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2
TX
01/16/2024 - Present
Centaurus Financial, Inc. (NEW BRAUNFELS TX)
TX
06/29/2018 - 01/16/2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (New Braunfels TX)
WI
11/05/2010 - 06/29/2018
H. BECK, INC. (OCONOMOWOC WI)
WI
08/05/2003 - 11/09/2010
WOODBURY FINANCIAL SERVICES, INC. (OCONOMOWOC WI)
FL
01/04/1999 - 07/17/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
09/04/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MO
08/01/1995 - 09/12/1997
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 05/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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