Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Howard Tekamp is a financial advisor with over 30 years of experience in the industry. Mark is registered with the state of Virginia as an investment advisor representative and is also registered in Texas as an investment advisor representative. Mark currently works for Heritage Wealth Management Group, Ltd. and has previously worked for firms such as Wachovia Securities Financial Network, LLC, Citigroup Global Markets Inc., PaineWebber Incorporated, Prudential-Bache Securities Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark has passed the Series 7, Series 24, and Series 63 exams. Mark specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Mark and his team have over $124 million in assets under management.
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.
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
VA
02/24/2009 - Present
Heritage Wealth Management Group, Ltd. (NORFOLK VA)
VA
05/07/2004 - 01/17/2006
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (NORFOLK VA)
NY
11/24/1995 - 05/27/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
05/01/1990 - 10/31/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/02/1987 - 05/09/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
07/22/1982 - 01/12/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Mark Tekamp is the right advisor for you? Invested Better is here to help.
