Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Joseph Halpin is a financial advisor at United Capital Management of Kansas, Inc., a firm based in Salina, Kansas. Mark has been in the industry since 1996. Mark holds the Series 6, 7, 63, 65 and 66 licenses. Mark has previously worked with SA Stone Wealth Management Inc., Royal Alliance Associates, Inc., Signator Investors, Inc., Signator Financial Services, Inc., Park Avenue Securities LLC, Ameritas Investment Corp. and BMA Financial Services, 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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
01/05/2021 - Present
United Capital Management OF Kansas, Inc. (SALINA KS)
KS
05/21/2019 - 01/04/2024
SA STONE WEALTH MANAGEMENT INC. (GARDNER KS)
KS
11/02/2018 - 05/21/2019
ROYAL ALLIANCE ASSOCIATES, INC. (GARDNER KS)
KS
12/28/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (GARDNER KS)
KS
08/18/2006 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (GARDNER KS)
KS
10/26/1999 - 08/31/2006
PARK AVENUE SECURITIES LLC (OVERLAND PARK KS)
NE
05/12/1999 - 11/11/1999
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MO
12/01/1997 - 05/13/1999
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MA
07/03/1996 - 11/05/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
Issued 06/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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