Unclaimed
Mark K Vandzura is a financial professional with over 16 years of experience in the financial services industry. Mark is currently registered with Equitable Advisors, LLC, and holds a Series 7, Series 63 and Series 66 licenses. Mark is also a registered Investment Advisor Representative in 15 states. Prior to joining Equitable Advisors, LLC, Mark worked at Hold Brothers On-Line Investment Services L.L.C. and Scottrade, Inc. Mark's background includes financial planning, portfolio management for individuals and businesses, and pension consulting. Mark offers a variety of financial services to help individuals and families 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
NJ
01/06/2016 - Present
Equitable Advisors, LLC (TOMS RIVER NJ)
CO
06/13/2007 - 09/25/2007
SCOTTRADE, INC. (LITTLETON CO)
NY
07/26/2006 - 03/30/2007
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
BOTH
Issued 10/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2006
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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