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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 Karl Menzel is a financial advisor at Cambridge Investment Research Advisors, Inc. Mark has been in the industry since 1981 and has experience with a variety of financial products and services. Mark is registered with the Securities and Exchange Commission and has a Series 63, Series 66, Series 7 and Series 72 license. Mark is also a Registered Investment Advisor. Mark specializes in providing financial planning, investment management, and retirement planning services to individual investors. In addition to working with Cambridge Investment Research Advisors, Inc. Mark is also Senior Vice President of SUNRISE WEALTH PARTNERS LLC, a DBA, and an independent insurance agent for various independent insurance companies. Mark has been with Cambridge Investment Research Advisors, Inc. since 2014.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
04/03/2014 - Present
Cambridge Investment Research Advisors, Inc. (RESTON VA)
VA
06/09/2010 - 04/07/2014
FULCRUM SECURITIES, LLC (RESTON VA)
MA
03/13/2009 - 05/17/2010
WOOD (ARTHUR W.) COMPANY, INC. (BOSTON MA)
NY
03/15/2007 - 02/26/2009
W. QUILLEN SECURITIES (NEW YORK NY)
MO
10/01/1999 - 01/10/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
09/16/1981 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
04/13/1981 - 09/04/1981
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 05/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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