Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Rubin is a registered investment advisor representative with Creativeone Securities, LLC. Mark has been in the securities industry since 2003 and is registered in Kansas and Missouri. Mark has a background in financial planning and portfolio management and provides these services to individuals and businesses. Mark also offers selection of other advisors services. Mark has been with Creativeone Securities, LLC since June 2021 and previously worked at WADDELL & REED, FIRST ALLIED SECURITIES, INC., CETERA ADVISORS LLC, CETERA FINANCIAL SPECIALISTS LLC, CETERA ADVISOR NETWORKS LLC, SUMMIT BROKERAGE SERVICES, INC., and VSR FINANCIAL SERVICES, INC.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
07/14/2021 - Present
Creativeone Securities, LLC (OVERLAND PARK KS)
KS
10/23/2020 - 06/04/2021
WADDELL & REED (OVERLAND PARK KS)
IA
11/17/2016 - 04/22/2020
FIRST ALLIED SECURITIES, INC. (W Des Moines IA)
IA
08/31/2016 - 04/22/2020
CETERA ADVISORS LLC (W DES MOINES IA)
IA
08/31/2016 - 04/22/2020
CETERA FINANCIAL SPECIALISTS LLC (W DES MOINES IA)
IA
08/19/2016 - 04/22/2020
CETERA ADVISOR NETWORKS LLC (W DES MOINES IA)
IA
11/17/2016 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (W Des Moines IA)
KS
03/12/2003 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
BOTH
Issued 06/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/08/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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