Unclaimed
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 a financial advisor currently registered with Cetera Investment Advisers LLC in Bellevue, WA. Mark has been in the industry since May 2001. Mark has worked with various financial institutions in the past including First Allied Securities, Inc., Oppenheimer & Co. Inc., and Morgan Stanley DW Inc. Mark has a strong background in the financial services industry and has held various licenses and certifications. Mark is committed to providing clients with personalized financial advice and services to help them achieve their financial goals.
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 07/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Garkavi is the right advisor for you? Invested Better is here to help.
