Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Trevenna is a financial advisor with over 30 years of experience in the industry. Mark is registered with LPL Financial LLC, a leading independent broker-dealer, and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Mark holds Series 7 and Series 63 licenses, and he has earned the Series 65 certification. Mark's previous experience includes roles at Dean Witter Reynolds Inc. and Dain Bosworth Incorporated. Mark is committed to providing clients with personalized financial advice and guidance 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
01/15/2020 - Present
LPL Financial LLC (LITTLETON CO)
NY
09/03/1993 - 08/14/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
06/28/1989 - 07/02/1993
DAIN BOSWORTH INCORPORATED
IA
Issued 04/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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