Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Harrie is a financial advisor at Cambridge Investment Research Advisors, Inc. with over 15 years of experience in the financial services industry. Mark has held previous roles at various firms including Cetera Investment Services LLC, Fifth Third Securities, Inc., Raymond James & Associates, Inc. and Thrivent Investment Management Inc. Mark is a Series 66, Series 7 and SIE licensed representative and holds a current registration in Michigan. Mark provides financial planning, pension consulting, educational seminars, market timing services, and portfolio management for individuals and businesses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MI
09/14/2020 - Present
Cambridge Investment Research Advisors, Inc. (Muskegon MI)
MI
07/28/2017 - 09/14/2020
CETERA INVESTMENT SERVICES LLC (LUDINGTON MI)
MI
06/18/2008 - 08/01/2017
FIFTH THIRD SECURITIES, INC. (MUSKEGON MI)
MI
01/10/2007 - 06/20/2008
RAYMOND JAMES & ASSOCIATES, INC. (MUSKEGON MI)
MI
06/02/2006 - 01/11/2007
THRIVENT INVESTMENT MANAGEMENT INC. (MONTAGUE MI)
MI
01/01/2005 - 05/10/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MUSKEGON MI)
BOTH
Issued 01/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Harrie is the right advisor for you? Invested Better is here to help.
