Unclaimed
Mark Patrick Hentschel is a financial advisor with over 6 years of experience in the financial industry. Mark currently works for Cambridge Investment Research Advisors, Inc. located in West Des Moines, Iowa. Mark holds the following licenses: Series 6, Series 7TO, Series 24, Series 52TO, and Series 66. Mark has experience in working with individual clients, charitable organizations, and pension and profit sharing plans. Mark is committed to providing comprehensive financial advice and guidance to help individuals and families reach their financial goals.
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
IA
02/28/2022 - Present
Cambridge Investment Research Advisors, Inc. (West Des Moines IA)
IA
03/15/2018 - 03/03/2022
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
06/20/2017 - 02/21/2018
DIRECTED SERVICES LLC (DES MOINES IA)
BOTH
Issued 11/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/17/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/07/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/11/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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