Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Hunter is a financial professional with over 20 years of experience in the industry. Mark currently works as an Investment Advisor Representative at Charles Schwab & CO., Inc. Prior to that, Mark worked at DFA SECURITIES LLC and JANUS DISTRIBUTORS LLC. Mark is registered with FINRA and holds the Series 24, Series 28 and SIE exams. Mark specializes in financial planning and portfolio 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
08/22/2024 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
01/12/2011 - 08/05/2024
DFA SECURITIES LLC (AUSTIN TX)
CO
05/21/2004 - 12/01/2010
JANUS DISTRIBUTORS LLC (DENVER CO)
BC
Issued 12/11/2020
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 06/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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