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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 P Haser is a financial advisor registered in Massachusetts and associated with Beacon Pointe Advisors, LLC. Mark has a Series 6, Series 63, and Series 65 license. Mark's areas of expertise include financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles, as well as pension consulting and education seminars. Mark has been a financial advisor for over 18 years and has experience with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Mark is a CERTIFIED FINANCIAL PLANNER™ professional.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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CA
02/05/2025 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
NC
07/12/2005 - 04/12/2006
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 08/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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