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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark John Gieser is a financial advisor at Independent Financial Group, LLC. Mark has been in the financial services industry since 1989. Mark holds the following licenses: Series 6, 7, 22, 24, 26, 51, 62, 63, and 65. Mark's primary business focus is on working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Independent Financial Group, LLC specializes in financial planning, pension consulting, and portfolio management. Mark is an experienced advisor with a strong understanding of the financial services 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.
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.
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2
CA
10/05/2023 - Present
Independent Financial Group, LLC (IRVINE CA)
CA
03/16/2004 - 10/11/2023
CROWN CAPITAL SECURITIES, L.P. (IRVINE CA)
WI
07/29/1997 - 04/01/2004
SII INVESTMENTS, INC. (APPLETON WI)
MO
09/26/1989 - 08/14/1997
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/20/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/19/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1991
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/21/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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