Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Richard Magee is a financial advisor with Cetera Investment Advisers LLC. Mark is licensed in the state of Georgia and has been in the financial industry since 2010. Mark has experience with a variety of firms, including VALIC Financial Advisors, Inc., Next Financial Group, Inc., MML Investors Services, LLC, Walnut Street Securities, Inc., and Ameriprise Financial Services, Inc. Mark also has experience with the GA Senior Golfers Association, and the American Parkinson Disease Association.
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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2
GA
03/23/2023 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
01/07/2014 - 03/12/2021
VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
03/08/2013 - 01/09/2014
NEXT FINANCIAL GROUP, INC. (ATLANTA GA)
GA
06/20/2012 - 03/14/2013
MML INVESTORS SERVICES, LLC (ATLANTA GA)
GA
04/04/2008 - 12/23/2010
WALNUT STREET SECURITIES, INC. (ATLANTA GA)
GA
12/20/2007 - 03/19/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ALPHARETTA GA)
BOTH
Issued 03/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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