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 White is a financial advisor with LPL Financial LLC in Branford, Connecticut. Mark has been in the financial services industry since February 24, 2000. Mark previously worked at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Mark is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is registered to sell securities in 23 states. Mark is also a registered investment advisor representative in Connecticut and Texas. Mark specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Mark also provides educational seminars and consulting services.
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.
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2
CT
06/13/2019 - Present
LPL Financial LLC (BRANFORD CT)
CT
02/25/2000 - 06/13/2019
AMERIPRISE FINANCIAL SERVICES, INC. (NORTH HAVEN CT)
MN
02/25/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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