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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 Holden is a financial advisor with Vestor Capital, LLC in Chicago, IL. Mark has been in the industry since 2010, previously working at TD Ameritrade, Inc. Mark specializes in providing financial planning, portfolio management and insurance solutions. Mark is a Certified Financial Planner and holds Series 3, 4, 7, 24, 63 and 65 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.
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.
Credit and cash management solutions and insurance solutions
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.
Revenue sharing with frs, and on credit and cash mgt solutions
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2
IL
09/11/2024 - Present
Vestor Capital, LLC (CHICAGO IL)
IL
10/15/2010 - 09/10/2021
TD AMERITRADE, INC. (CHICAGO IL)
BC
Issued 01/27/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2014
Series 24 - General Securities Principal Examination
BC
Issued 12/02/2010
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2011
Series 3 - National Commodity Futures Examination
BC
Issued 10/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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