Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Gregory Metzger has been in the financial services industry since 1999. Mark is currently registered with Cambridge Investment Research Advisors, Inc. in North Carolina and Texas. Previously, Mark was registered with Cetera Advisor Networks LLC in North Carolina, Voya Financial Advisors, Inc. in North Carolina and Edward Jones in Missouri. Mark holds Series 7, Series 63 and Series 66 securities licenses. Mark specializes in providing financial planning services to individuals and businesses, and has over 20 years of experience in the industry.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
01/03/2024 - Present
Cambridge Investment Research Advisors, Inc. (Locust NC)
NC
06/09/2021 - 03/02/2022
CETERA ADVISOR NETWORKS LLC (MATTHEWS NC)
NC
01/02/2009 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MATTHEWS NC)
NC
09/30/2004 - 01/07/2009
AMERIPRISE ADVISOR SERVICES, INC. (CHARLOTTE NC)
MO
10/26/1999 - 10/06/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 06/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Metzger is the right advisor for you? Invested Better is here to help.
