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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 Nicholas Lontchar is a financial professional with over 10 years of experience in the industry. Mark is currently registered as a Registered Representative and Investment Advisor Representative with LPL Financial LLC. Mark has experience in several areas of the financial industry including investment banking, municipal securities, and options. In addition to being licensed as an Investment Advisor Representative, Mark has passed the Series 65 exam qualifying him as an Investment Advisor Representative in Texas and Florida. Mark also passed the Series 14 exam qualifying him as a Compliance Officer. Mark is committed to providing high quality financial services to his clients.
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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2
TX
12/21/2020 - Present
LPL Financial LLC (PLANO TX)
FL
09/11/2014 - 04/29/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
08/19/2008 - 03/11/2013
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 12/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/30/2016
Series 4 - Registered Options Principal Examination
BC
Issued 09/29/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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