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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lerner is a financial advisor who has been in the industry since December 1997. Mark Lerner is registered with MML Investors Services, LLC and is licensed to provide financial advice in Georgia and Texas. Mark Lerner is a Chartered Financial Consultant, which is a designation awarded by the American College of Financial Services. Mark Lerner also has a Series 6 license, which allows him to sell mutual funds and variable annuities, and a Series 63 license, which allows him to sell securities in Georgia and Texas. Mark Lerner also has a Securities Industry Essentials (SIE) exam. Mark Lerner's expertise includes providing financial planning and asset allocation services to a variety of clients, including individuals, businesses, and retirement plans.
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.
Asset allocation programs
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.
Solicitors fees
1
2
GA
03/10/2014 - Present
MML Investors Services, LLC (Atlanta GA)
BC
Issued 12/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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