Unclaimed
Mark Scott Cherlin is a financial professional with over 30 years of experience in the financial services industry. Mark is currently registered with Nextrend Securities, Inc. in Austin, Texas. Mark has a broad range of experience in the financial services industry, including experience at Lehman Brothers Inc., Oppenheimer & Co., Inc., and Shearson Lehman Hutton Inc. Mark holds the Series 7, Series 24, Series 31, Series 53, Series 63, and Series 65 licenses. Mark is also a Registered Principal and a Compliance Officer.
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.
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.
1
2
TX
10/31/1997 - Present
Nextrend Securities, Inc. (Austin TX)
TX
05/19/1997 - 03/09/1998
ADVANTAGE SECURITIES (HOUSTON TX)
CO
01/21/1994 - 05/21/1996
D.E. FREY & COMPANY, INC. (DENVER CO)
NY
06/14/1990 - 01/06/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
01/08/1990 - 07/09/1990
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
05/14/1988 - 01/24/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
03/19/1986 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 03/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/18/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/29/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Cherlin is the right advisor for you? Invested Better is here to help.