Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Markland is a financial advisor with The Ameriflex Group. Mark has been in the industry since 1987, holding registrations in 14 states. Mark offers comprehensive wealth management, financial planning, and investment advisory services. Mark is also a Certified Financial Planner. Mark has experience with a variety of clients, including individuals, families, trusts, estates, and businesses.
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.
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.
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2
NV
08/21/2020 - Present
THE Ameriflex Group (LAS VEGAS NV)
CA
05/01/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MANHATTAN BEACH CA)
CA
02/10/2011 - 05/02/2019
FIRST ALLIED SECURITIES, INC. (OXNARD CA)
CA
06/26/2007 - 02/11/2011
QA3 FINANCIAL CORP. (MANHATTAN BEACH CA)
CA
01/01/1988 - 07/13/2007
1717 CAPITAL MANAGEMENT COMPANY (MANHATTAN BEACH CA)
BC
Issued 02/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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