Unclaimed
Mark Ronald Dittman is a financial advisor with LPL Financial LLC. Mark has been in the financial industry since February 1995 and has been registered with LPL Financial LLC since February 2025. Mark is licensed to provide financial advice in Michigan and Texas. Mark also holds Series 6, 63, and 65 licenses. Prior to joining LPL Financial LLC, Mark was with SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Mark’s experience and licenses allow Mark to provide a wide range of financial services to individual and business clients. Mark's practice focuses on financial planning, investment management, and retirement planning.
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
MI
02/03/2025 - Present
LPL Financial LLC (MARYSVILLE MI)
MI
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MARYSVILLE MI)
MI
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PORT HURON MI)
TX
02/02/1995 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 08/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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