Unclaimed
Mark Rychel is a financial advisor registered with LPL Financial LLC and BCR Financial Services, LLC. Mark has been in the financial services industry since September 14, 1992 and has a strong track record of providing financial advice to a diverse range of clients, including individuals, families, businesses, and charitable organizations. Mark's specializations include retirement planning, investment management, college savings, and estate planning. Mark is committed to providing personalized financial advice that is tailored to meet the unique needs of each client.
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.
1
2
CA
08/05/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
PA
07/08/2000 - 08/09/2024
OSAIC FS, INC. (WEXFORD PA)
NH
03/13/1998 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
MN
07/20/1994 - 03/23/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/20/1994 - 03/23/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
12/19/1994 - 01/12/1995
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
NH
09/15/1992 - 08/01/1994
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
IA
Issued 11/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2012
Series 4 - Registered Options Principal Examination
BC
Issued 12/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1994
Series 3 - National Commodity Futures Examination
BC
Issued 09/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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