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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 Le Strange Beaton is a registered investment advisor representative with OneDigital Investment Advisors in Overland Park, Kansas. Mark has been in the financial services industry for over 10 years and has a strong background in providing investment advice to individuals and businesses. Mark is also a licensed insurance agent and can help clients with their insurance needs. Mark has worked at several financial institutions, including Securian Financial Services, Inc., Money Concepts Capital Corp, and B. C. Ziegler and Company. Mark holds a Series 66, Series 7 and SIE securities license.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
08/21/2015 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
CO
09/23/2013 - 08/11/2015
SECURIAN FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
04/12/2011 - 09/03/2013
MONEY CONCEPTS CAPITAL CORP (DENVER CO)
CO
12/16/2009 - 11/22/2010
B. C. ZIEGLER AND COMPANY (GREENWOOD VILLAGE CO)
BOTH
Issued 04/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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