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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 Richard Courtemanche is an investment advisor representative at AE Wealth Management, LLC. Mark has been in the financial services industry for over 25 years and is a Chartered Financial Consultant. Mark specializes in financial planning and investment management for individuals, businesses and retirement plans. Mark is registered with the Securities and Exchange Commission (SEC) and holds a Series 6, Series 63, Series 65, and SIE licenses.
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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NC
10/28/2019 - Present
AE Wealth Management, LLC (Cary NC)
NC
10/30/2017 - 02/05/2019
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
NC
11/29/2013 - 12/15/2016
CAPITAL INVESTMENT GROUP, INC. (CARY NC)
TX
07/01/2008 - 08/01/2011
SUMMITALLIANCE SECURITIES, L.L.C. (DALLAS TX)
IN
09/21/2007 - 06/30/2008
CORNERSTONE FINANCIAL SERVICES, INC. (GREENFIELD IN)
NY
09/07/1995 - 12/31/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 07/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/10/2009
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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