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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 Rupp is a financial advisor with Cetera Investment Advisers LLC, an investment advisory firm headquartered in Schaumburg, IL. Mark has been in the financial industry since 2006, with experience at various firms such as Summit Brokerage Services, Inc. and J.P. Turner & Company, L.L.C. Mark holds a Series 7, Series 66, and SIE licenses. Mark is a Certified Financial Planner™ professional and specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors. Mark has a total of 14 state registrations for broker-dealer and investment advisor activities. Mark is registered in Alaska, Arizona, California, Georgia, Idaho, Montana, Nevada, Oklahoma, Oregon, South Carolina, Texas, Utah, Washington, and Wyoming.
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.
1
2
ID
12/18/2019 - Present
Cetera Investment Advisers LLC (Boise ID)
ID
09/09/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (BOISE ID)
ID
10/22/2010 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (BOISE ID)
ID
02/05/2008 - 10/25/2010
ING FINANCIAL PARTNERS, INC. (NAMPA ID)
ID
05/25/2006 - 02/08/2008
SECURIAN FINANCIAL SERVICES, INC. (NAMPA ID)
BOTH
Issued 07/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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