Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lucas Xeros is a financial advisor with over 10 years of experience in the industry. Mark is registered with First Trust Advisors LP in Wheaton, Illinois. Mark's professional experience includes working at VESTOR CAPITAL SECURITIES CORPORATION in Chicago, Illinois. Mark has a Series 7 and Series 66 license, and he is registered in Illinois. Mark specializes in providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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2
IL
09/21/2011 - Present
First Trust Advisors LP (WHEATON IL)
IL
05/03/2006 - 06/04/2007
VESTOR CAPITAL SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 06/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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