Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Nawrocki is a financial advisor with over 30 years of experience in the financial industry. He is registered with Cambridge Investment Research Advisors, Inc. in Illinois and Texas, and previously worked at Brooklight Place Securities, Inc., LPL Financial Corporation, and Waterstone Financial Group, Inc. Mark holds the Series 6, 62, and 63 licenses, as well as the SIE exam. He is a Chartered Financial Consultant and offers a range of financial services, including financial planning, pension consulting, and portfolio management. Mark also has experience in fixed insurance sales and service and is a certified public accountant.
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
IL
03/18/2022 - Present
Cambridge Investment Research Advisors, Inc. (Oaklawn IL)
IL
12/04/2009 - 05/17/2017
BROOKLIGHT PLACE SECURITIES, INC. (OAK LAWN IL)
IL
09/08/2009 - 12/03/2009
LPL FINANCIAL CORPORATION (OAK LAWN IL)
IL
11/21/1997 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (OAK LAWN IL)
MA
05/30/1991 - 11/25/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 05/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/28/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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