Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Rasmussen Matley is a financial advisor who has been in the industry since 1991. He has experience in a number of financial areas, including investment advisory services, portfolio management and retirement planning. Mark is currently registered with EP Wealth Advisors in Salt Lake City, Utah. He is also a Chartered Financial Consultant.
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.
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.
Retirement plan advisory services & tax preparation 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.
A percentage of the total value of assets under management is charged.
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2
UT
10/22/2020 - Present
EP Wealth Advisors (Salt Lake City UT)
VT
02/15/2002 - 12/31/2005
EQUITY SERVICES, INC. (MONTPELIER VT)
MN
08/10/1992 - 02/19/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MA
12/11/1991 - 08/28/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/11/1991 - 08/28/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
01/01/1990 - 12/16/1991
GREEN HILL FINANCIAL SERVICE CORPORATION
IA
Issued 08/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/27/1989
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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