Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Jay Valentine is a financial advisor with over 20 years of experience in the industry. Mark currently works with LPL Financial LLC, a firm with over $463 billion in assets under management. Mark is a registered representative in Arizona and Ohio. Mark has a broad range of experience, including working with high net worth individuals, corporations, pension plans, and charitable organizations. Mark's specializations include a variety of investment strategies and financial planning. Prior to joining LPL Financial LLC, Mark held positions at Cambridge Investment Research, Inc., and Lincoln Investment Planning, Inc.
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.
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AZ
08/25/2017 - Present
LPL Financial LLC (TUCSON AZ)
AZ
02/08/2008 - 09/11/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (TUCSON AZ)
AZ
01/02/2003 - 02/20/2008
LINCOLN INVESTMENT PLANNING, INC. (TUCSON AZ)
AZ
11/14/2000 - 01/14/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 02/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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