Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Deters is a financial advisor registered with Creative Planning, LLC. Mark has been in the industry for over 12 years. Mark holds the Series 66, Series 7 and SIE licenses. Mark has experience working with individuals, high net worth individuals, corporations, pension and profit sharing plans, charitable organizations, and pooled investment vehicles. Mark is also an author of a blog to assist plan sponsors in understanding how DC Plans function and their responsibilities.
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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NY
07/06/2022 - Present
Creative Planning (New York NY)
NY
09/16/2015 - 06/23/2022
SENTINEL SECURITIES, INC. (Melville NY)
NY
06/24/2014 - 09/08/2015
PAYCHEX SECURITIES CORPORATION (NEW YORK NY)
NY
10/03/2011 - 02/11/2013
NFP SECURITIES, INC. (KINGS PARK NY)
NY
08/30/2010 - 09/07/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
BOTH
Issued 09/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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