Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alan Yuhnke is a financial advisor currently registered with Mml Investors Services, LLC. Mark has been in the securities industry since February 28, 1989, and has been associated with Mml Investors Services, LLC since March 2017. Previously, Mark was registered with MSI FINANCIAL SERVICES, INC., NEW ENGLAND SECURITIES, and METROPOLITAN LIFE INSURANCE COMPANY. Mark holds the Series 6, 7, 26, and 63 licenses and has been approved to offer advisory services in Arizona, Florida, Nevada, New York, Texas, and Virginia. Mark provides financial planning, pension consulting, educational seminars, asset allocation programs, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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
NY
01/08/2020 - Present
MML Investors Services, LLC (ROCHESTER NY)
NY
03/01/1989 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
11/12/2013 - 01/02/2015
NEW ENGLAND SECURITIES (ROCHESTER NY)
NY
03/01/1989 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROCHESTER NY)
BC
Issued 6/1/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 2/18/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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