Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Langerman is an investment advisor representative with Alpha Cubed Investments, LLC. Mark has over 20 years of experience in the financial services industry, specializing in providing financial planning and portfolio management services to individuals and families. Mark's previous experience includes roles at First Allied Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Investments, LLC, Wells Fargo Securities, LLC, Wells Fargo Van Kasper, LLC, PaineWebber Incorporated, Piper Jaffray Inc., Rauscher Pierce Refsnes, Inc., Kidder, Peabody & Co. Incorporated, and E. F. Hutton & Company Inc. Mark is registered with the state of Arizona. Mark is a member of Pills Anonymous Works Service Office and Monterrey and Mountainview Neighborhood Association.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
04/27/2015 - Present
Alpha Cubed Investments, LLC (SCOTTSDALE AZ)
AZ
04/24/2009 - 02/25/2011
FIRST ALLIED SECURITIES, INC. (SCOTTSDALE AZ)
AZ
07/13/2007 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
AZ
06/25/2001 - 07/17/2007
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
CA
01/28/2002 - 10/17/2002
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
CA
08/09/2001 - 01/08/2002
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
CA
11/14/2000 - 07/11/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
NJ
08/26/1999 - 12/12/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MN
01/17/1996 - 09/15/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
TX
11/08/1990 - 01/29/1996
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
11/17/1987 - 11/28/1990
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
04/24/1985 - 12/03/1987
E. F. HUTTON & COMPANY INC
IA
Issued 09/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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