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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Garkavi is an investment advisor representative at Cetera Investment Advisers LLC in BELLEVUE, WA. Mark has been in the financial services industry since 2001. Mark has passed the Series 63, Series 65, Series 7 and SIE exams. Mark has worked at other firms, including FIRST ALLIED SECURITIES, INC. and OPPENHEIMER & CO. INC. Mark has worked as a financial advisor for 22 years. Cetera Investment Advisers LLC is a firm that offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
1
2
WA
11/12/2020 - Present
Cetera Investment Advisers LLC (BELLEVUE WA)
WA
01/04/2010 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BELLEVUE WA)
WA
09/20/2005 - 01/12/2010
OPPENHEIMER & CO. INC. (BELLEVUE WA)
NY
04/25/2001 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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