Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kenneth Cruise is a registered representative with LPL Financial LLC. Mark has been in the financial services industry since August 2012. Mark has been registered with LPL Financial LLC since September 2021. Previously, Mark was employed with Willis Towers Watson and N/A. Mark is also a registered investment advisor representative and is licensed in 27 states. Mark holds Series 7, 7TO, 66, and SIE licenses. Mark specializes in working with a range of client types, including individuals, corporations, and charitable organizations. Mark provides a variety of financial services including financial planning, portfolio management, and consulting.
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
RI
08/10/2022 - Present
LPL Financial LLC (PROVIDENCE RI)
RI
08/08/2012 - 02/28/2013
LPL FINANCIAL LLC (PROVIDENCE RI)
BOTH
Issued 04/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Cruise is the right advisor for you? Invested Better is here to help.
