Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Joseph McNeal

Bankers Life Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark Joseph McNeal

Mark Joseph McNeal is a financial professional with Bankers Life Securities, Inc. Mark has been in the financial industry since 2011 and has a Series 6 license, a Series 63 license and a SIE license. Mark is registered with the state of Pennsylvania and North Carolina. Mark was previously registered with PROEQUITIES, INC. in Pennsylvania.

Firm Information

Mark McNeal is currently registered with Bankers Life Securities, Inc.. Bankers Life Securities, Inc. is a corporation formed on July 31, 2014. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. They have one approved SEC registration. The firm has been involved in one regulatory and one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

346

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark McNeal’s Registration & Firm History

PA

01/15/2016 - Present

Bankers Life Securities, Inc. (Pittsburgh PA)

PA

08/19/2011 - 02/05/2016

PROEQUITIES, INC. (CHADDS FORD PA)

Not sure if Mark Joseph McNeal is right for you?

Licenses & Designations

BC

Issued 09/07/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Joseph McNeal.
Not sure if Mark Joseph McNeal is right for you?