Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Preston Chapman is a financial advisor at Packerland Brokerage Services, Inc. Mark has been in the financial services industry since 1998 and is registered to provide investment advice in Ohio, Pennsylvania, and Wisconsin. Mark has a strong background in investment consulting with over 20 years of experience. Mark holds the Series 6, 7, 22, 63, and 65 securities licenses. Mark offers various financial planning services, including financial planning, educational seminars, and retirement planning.
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.
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.
1
2
WI
12/06/2016 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
OH
07/31/2009 - 11/28/2016
INVESTMENT NETWORK, INC. (FAIRLAWN OH)
OH
06/08/2007 - 07/09/2009
INVESTACORP, INC. (BOARDMAN OH)
OH
06/08/2001 - 06/19/2006
GENWORTH FINANCIAL SECURITIES CORPORATION (STOW OH)
NA
09/26/1987 - 07/12/1991
H.D. VEST INVESTMENT SECURITIES, INC.
IA
Issued 08/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/08/1987
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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