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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Mizzer is a registered investment advisor with SEI Investments Management Corp. in Oaks, Pennsylvania. Mark has been in the industry since 2012 and has worked for several other firms prior to SEI Investments Management Corp. including FS Investment Solutions, LLC and Lincoln Financial Distributors, Inc. Mark is licensed to provide investment advice in Pennsylvania. Mark has passed the Series 6, Series 7, Series 63 and Series 65 exams. Mark specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, investment companies, banking or thrift institutions, pooled investment vehicles, and state or municipal government entities.
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.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
07/12/2019 - Present
SEI Investments Management Corp. (OAKS PA)
PA
08/03/2015 - 03/19/2019
FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)
PA
12/22/2011 - 05/15/2015
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IA
Issued 07/12/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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