Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lefebvre is an experienced financial professional with over 30 years of experience in the industry. Mark is currently registered as a Registered Representative with LPL Financial LLC in Chelmsford, MA. Mark is also an Investment Advisor Representative registered with the state of Massachusetts and has a Series 7, 6, 62, and 63 licenses as well as the Series SIE exam. Mark has previously held registrations with WS Griffith Securities, Inc. and Home Life Insurance Company. Mark offers financial planning and investment advisory services to a range of clients, including individuals, corporations, and charitable organizations. Mark is committed to providing personalized financial advice that helps clients achieve their financial goals.
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.
1
2
MA
04/18/2022 - Present
LPL Financial LLC (CHELMSFORD MA)
CT
12/03/1990 - 06/02/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
12/03/1990 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BC
Issued 01/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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