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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 R. Lyons is an investment advisor representative with Cetera Investment Advisers LLC. Mark has been in the financial industry since May 2004 and is registered with the state of Colorado. Mark's firm, Cetera Investment Advisers LLC is a large firm that offers a wide range of financial services, including financial planning, portfolio management, and educational seminars. Mark specializes in providing financial advice to individuals, high-net-worth 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.
A percentage of the total value of assets under management is charged.
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2
CO
03/21/2024 - Present
Cetera Investment Advisers LLC (COLORADO SPRINGS CO)
CO
08/30/2007 - 12/14/2012
NEW ENGLAND SECURITIES (COLORADO SPRINGS CO)
CO
07/25/2006 - 09/10/2007
MML INVESTORS SERVICES, INC. (COLORADO SPRINGS CO)
CO
05/13/2004 - 07/25/2006
PRUCO SECURITIES, LLC. (ENGLEWOOD CO)
BOTH
Issued 5/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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