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 Menne is a registered representative with Centaurus Financial, Inc., a firm that provides financial services to individuals, businesses, and other entities. Mark has been in the financial industry since February 21, 2011, and is licensed in several states, including California, Colorado, Florida, Georgia, Montana, Nevada, North Dakota, Oregon, and Texas. Mark has a strong background in securities, investments, and financial planning. He holds various licenses, including Series 6, 7, 63, and 65. Mark is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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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2
CA
09/28/2021 - Present
Centaurus Financial, Inc. (SIMI VALLEY CA)
CO
01/17/2012 - 04/13/2012
COLORADO FINANCIAL SERVICE CORPORATION (CENTENNIAL CO)
CA
01/17/2011 - 12/23/2011
LIGHTHOUSE CAPITAL CORPORATION (MONTEREY CA)
IA
Issued 09/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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