Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Purcell is an Investment Advisor Representative associated with Certuity, LLC, located in North Palm Beach, FL. Mark is licensed in California and has a Series 65 license. Mark has been in the industry since 2013. Certuity, LLC is a Registered Investment Advisor and provides financial planning services to individuals, families and institutions. The firm focuses on portfolio management and financial 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.
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.
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FL
01/01/2025 - Present
Certuity, LLC (NORTH PALM BEACH FL)
IA
Issued 06/23/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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