Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lorenz Devries is a financial advisor with over 20 years of experience in the industry. Mark is currently registered with LPL Financial LLC and has previously held positions at BMO Harris Financial Advisors, Inc. and Northern Trust Securities, Inc. Mark has a strong background in investments and has obtained a number of industry certifications including the Series 6, 7, and 66 licenses. Mark is also a Registered Representative of LPL Financial LLC, which is a member of FINRA/SIPC.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IL
03/24/2021 - Present
LPL Financial LLC (CHICAGO IL)
IL
02/18/2020 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
08/30/2001 - 06/15/2018
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
05/13/1994 - 06/26/1995
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
01/22/1993 - 03/10/1994
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 12/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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