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Mark Loren Page

Cetera Investment Advisers LLC

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About Mark Loren Page

Mark Loren Page is a financial advisor with Cetera Investment Advisers LLC. Mark has over 30 years of experience in the financial services industry and is registered with the state of Minnesota. Mark's previous employers include Cetera Advisor Networks LLC, Investment Financial Corporation, Investment Centers of America, Inc., SII Investments, Inc., National Planning Corporation, Capital Brokerage Corporation, Allianz Life Financial Services, LLC, TCF Securities, Inc., MFS Fund Distributors, Inc., Norwest Investment Services, Inc., U.S. Bancorp Investments, American Express Financial Advisors Inc., IDS Life Insurance Company, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and American Express Financial Advisors Inc. Mark specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

Firm Information

Mark Page is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Page’s Registration & Firm History

MN

06/29/2023 - Present

Cetera Investment Advisers LLC (Chanhassen MN)

NE

01/17/2018 - 06/16/2020

CETERA ADVISOR NETWORKS LLC (OMAHA NE)

WI

01/11/2016 - 11/10/2017

INVEST FINANCIAL CORPORATION (APPLETON WI)

WI

01/11/2016 - 11/10/2017

INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)

WI

01/11/2016 - 11/10/2017

SII INVESTMENTS, INC. (APPLETON WI)

CA

08/06/2009 - 11/10/2017

NATIONAL PLANNING CORPORATION (El Segundo CA)

VA

06/14/2007 - 03/05/2009

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

MN

01/22/2002 - 06/01/2007

ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

MN

10/31/2001 - 01/11/2002

TCF SECURITIES, INC. (MINNEAPOLIS MN)

MA

02/23/2000 - 07/06/2001

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

MN

10/09/1997 - 01/12/2000

NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)

MN

10/25/1993 - 10/15/1997

U.S. BANCORP INVESTMENTS (SAINT PAUL MN)

MN

03/06/1992 - 10/27/1993

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/06/1992 - 10/27/1993

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

11/29/1989 - 12/13/1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MN

01/19/1988 - 12/02/1989

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 3/26/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/26/1997

Series 4 - Registered Options Principal Examination

BC

Issued 3/3/1995

Series 53 - Municipal Securities Principal Examination

BC

Issued 2/9/1993

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1990

Series 3 - National Commodity Futures Examination

BC

Issued 1/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Loren Page.
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