Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Randall Mager is a financial advisor with over 25 years of experience in the financial services industry. Mark is currently registered with LPL Financial LLC in Washington and Texas, where he provides financial advice to individuals, families, and businesses. Mark has a broad range of experience in the financial services industry. He has previously worked with Duerr Financial Corporation, PrimeVest Financial Services, Inc., and WMA Securities, Inc., in various roles. Mark is also a licensed real estate agent. Mark is dedicated to helping his clients achieve their financial goals. He offers a variety of financial services, including financial planning, investment management, and retirement planning. Mark is committed to providing his clients with personalized service and expert guidance.
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.
Consulting and other non-discretionary advisory services
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.
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2
WA
08/25/2005 - Present
LPL Financial LLC (ELMA WA)
CA
02/12/2002 - 01/03/2003
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
MN
03/05/1999 - 02/15/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
GA
07/25/1996 - 03/17/1999
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 08/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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