Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lynn Miller is a financial advisor with Commonwealth Financial Network. Mark has been working in the financial services industry since December 2007. Mark's professional designations include Series 66, Series 7, and SIE. Mark has been registered with Commonwealth Financial Network since May 2011. Mark is registered with the state of Oregon as a Registered Investment Advisor. Mark is also licensed in 14 other states as a Broker. Mark specializes in providing financial planning, portfolio management, and investment advisory services. Mark has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Mark is committed to providing personalized financial advice and helping clients reach their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
05/06/2011 - Present
Commonwealth Financial Network (BEND OR)
OR
12/21/2007 - 05/09/2011
EDWARD JONES (REDMOND OR)
BOTH
Issued 01/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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