Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Owen Vandevelde is a financial advisor registered with LPL Financial LLC. Mark has been in the industry since 2000 and holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam. Mark is a Certified Financial Planner and provides financial planning, portfolio management, and other non-discretionary advisory services to individuals, businesses, and charitable organizations. Mark has previously been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, First Investors Corporation, Banc One Securities Corporation, Chase Investment Services Corp, and SII Investments, 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.
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.
1
2
IN
01/22/2020 - Present
LPL Financial LLC (Auburn IN)
IN
02/27/2015 - 02/14/2018
SII INVESTMENTS, INC. (Auburn IN)
IN
01/31/2011 - 03/09/2015
LPL FINANCIAL LLC (AUBURN IN)
IN
07/06/2005 - 02/01/2011
CHASE INVESTMENT SERVICES CORP. (FORT WAYNE IN)
IL
07/07/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
01/09/2004 - 04/08/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
06/09/2000 - 10/16/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 02/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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