Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Nanamura is a financial advisor registered with Mutual Advisors, LLC. Mark has been in the financial services industry since June 1995. Mark specializes in providing financial planning, portfolio management for individuals and businesses, and hourly consulting. Mark is licensed to provide investment advice in Arizona, California, Colorado, and Hawaii. Mark is also licensed to provide securities advice in California. Mark has a strong commitment to helping his clients achieve 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.
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.
Hourly consulting
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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CA
07/01/2013 - Present
Mutual Advisors, LLC (PORTERVILLE CA)
CA
06/12/1995 - 05/01/2013
MML INVESTORS SERVICES, LLC (PORTERVILLE CA)
IA
Issued 12/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2011
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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