Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kuniholm is an investment advisor representative with Spire Wealth Management, LLC. Mark has been in the industry since 2000 and has experience in both the brokerage and advisory sides of the financial services business. Mark has a strong track record of providing financial advice to individuals, families, and businesses. Mark’s expertise includes retirement planning, investment management, and estate planning. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, and 66 licenses. Mark is also a Registered Representative of Spire Wealth Management, LLC. Mark has previously been employed by other firms including Raymond James Financial Services, Inc., SunTrust Investment Services, Inc., Wells Fargo Advisors, LLC, and Charles Schwab & Co., Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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.
1
2
VA
06/06/2023 - Present
Spire Wealth Management, LLC (MCLEAN VA)
VA
02/18/2015 - 03/29/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (RESTON VA)
VA
01/20/2012 - 02/20/2015
SUNTRUST INVESTMENT SERVICES, INC. (STERLING VA)
VA
08/18/2008 - 02/07/2012
WELLS FARGO ADVISORS, LLC (GREAT FALLS VA)
VA
06/04/2004 - 02/13/2008
CHARLES SCHWAB & CO., INC. (RESTON VA)
TX
08/30/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CO
02/10/1999 - 02/16/2000
JANUS DISTRIBUTORS, INC. (DENVER CO)
BOTH
Issued 12/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Mark Kuniholm is the right advisor for you? Invested Better is here to help.
