Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lockwood Sikich is a Registered Representative with Edelman Financial Engines in Roseville, California. Mark has been in the industry since 2012. He is a Registered Investment Advisor in California and Texas. Mark is also a Series 7 and 66 licensed professional. Prior to working at Edelman Financial Engines, Mark was employed by TD Ameritrade, Inc. from October 2012 to July 2013. Mark has passed the General Securities Representative Examination and the Uniform Combined State Law Examination. He has 1 state exam and 1 product exam on record.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
CA
03/09/2016 - Present
Edelman Financial Engines (ROSEVILLE CA)
CA
10/18/2012 - 07/22/2013
TD AMERITRADE, INC. (ROSEVILLE CA)
BOTH
Issued 11/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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