Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Nellis Foster is a financial advisor registered with LPL Financial LLC, with a total of 9 years of experience in the industry. Mark has been registered with the state of Michigan since 2015, as well as a total of 9 other states. Mark provides financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
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MI
03/13/2015 - Present
LPL Financial LLC (ANN ARBOR MI)
MI
09/26/2013 - 03/11/2015
ROYAL ALLIANCE ASSOCIATES, INC. (ANN ARBOR MI)
MI
05/04/2005 - 09/26/2013
CETERA INVESTMENT SERVICES LLC (ANN ARBOR MI)
OH
12/11/2003 - 04/26/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
07/11/2000 - 11/26/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IL
06/22/1999 - 07/12/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 03/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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