Unclaimed
Mark John Pitcher is a registered Investment Advisor Representative with Buckingham Strategic Partners, LLC, and THE Colony Group, LLC. Mark has been in the financial services industry since 2004. Mark has a Series 7 and Series 66 license. Mark specializes in financial planning, pension consulting, and educational seminars. Mark has prior experience with Edward Jones, Wachovia Securities, LLC, and A.G. Edwards & Sons, 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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
MO
09/18/2014 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
MO
04/22/2009 - 08/07/2014
EDWARD JONES (ST. LOUIS MO)
MO
01/01/2008 - 04/07/2009
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
10/21/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 11/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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