Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anselmo is a financial advisor at LPL Financial LLC, a registered investment advisor, based in Temecula, California. Mark has been a financial advisor for over 30 years, and has experience working with individuals, families, businesses and retirement plans. Mark holds a Certified Financial Planner designation and is also licensed as a registered representative. Mark has experience with investment clubs, charitable organizations, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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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2
CA
05/22/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
10/16/2006 - 05/05/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (TEMECULA CA)
CA
11/01/2004 - 10/17/2006
LINSCO/PRIVATE LEDGER CORP. (FALLBROOK CA)
RI
03/30/2000 - 11/26/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IN
04/30/1993 - 02/24/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/30/1993 - 02/24/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
06/03/1991 - 04/23/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 06/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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