Unclaimed
Mark Richard Rupp is a financial advisor with Cetera Investment Advisers LLC, specializing in providing financial planning and portfolio management services to individuals and businesses. Mark has been in the financial services industry since May 2006. He has a strong background in investment strategies and holds the Series 7 and Series 66 licenses. Mark is a Certified Financial Planner and is committed to helping 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.
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 7/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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