Unclaimed
Mark Kashar is a financial advisor with MML Investors Services, LLC, based in Dallas, TX. Mark has over 25 years of experience in the financial services industry. He is registered with FINRA and holds the Series 7, Series 55, Series 66, Series 57TO and SIE licenses. Mark also holds the Chartered Financial Consultant designation. Mark has been with MML Investors Services, LLC since January 2006. Prior to joining MML Investors Services, LLC, Mark worked at Southwest Securities, Inc. and Bernard L. Madoff. Mark provides financial planning, portfolio management, and asset allocation services to individuals, families, and businesses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
05/01/2008 - Present
MML Investors Services, LLC (Dallas TX)
TX
08/07/1998 - 09/27/2005
SOUTHWEST SECURITIES, INC. (DALLAS TX)
NY
04/06/1998 - 06/08/1998
BERNARD L. MADOFF (NEW YORK NY)
NY
05/03/1996 - 06/08/1998
BERNARD L. MADOFF (NEW YORK NY)
BOTH
Issued 10/21/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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