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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 McCormack is a financial advisor with Cetera Investment Advisers LLC based in Worcester, MA. Mark has been in the financial services industry since 2002, previously working at VOYA FINANCIAL ADVISORS, INC. and AMERIPRISE FINANCIAL SERVICES, INC. Mark holds the Series 66, Series 7, and SIE licenses. Mark also holds the designation of Certified Financial Planner and specializes in retirement planning, investment management, estate planning, insurance, and college savings. Mark is registered with the Financial Industry Regulatory Authority (FINRA) as well as with the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Kansas, Maine, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, and Washington.
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (Worcester MA)
MA
05/01/2015 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Worcester MA)
MA
10/15/2002 - 05/07/2015
AMERIPRISE FINANCIAL SERVICES, INC. (WORCESTER MA)
MN
10/15/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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