Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lehoullier is a financial advisor with over 20 years of experience in the industry. Mark is registered with Raymond James Financial Services Advisors, Inc. in Massachusetts and has been with the firm since 2016. Previously, Mark worked at Fidelity Brokerage Services LLC and VOYA Financial Advisors, Inc. Mark holds the Series 7, Series 63, and Series 66 licenses, as well as the SIE exam. Mark provides financial planning, portfolio management for businesses and individuals, and other advisory services to clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
11/15/2016 - Present
Raymond James Financial Services Advisors, Inc. (FRANKLIN MA)
RI
12/23/2014 - 09/12/2016
FIDELITY BROKERAGE SERVICES LLC (PROVIDENCE RI)
MA
06/17/2003 - 12/17/2014
VOYA FINANCIAL ADVISORS, INC. (PLAINVILLE MA)
MN
10/26/1999 - 06/16/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/26/1999 - 06/16/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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