Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stephen McCallum is a financial advisor with CWM, LLC and has been in the industry for over 10 years. Mark has been registered with the state of Illinois since 2018 and holds Series 66, SIE, Series 31 and Series 7 licenses. He is a Certified Financial Planner™ professional. Mark has experience with Charles Schwab & Co., Inc. and BMO Harris Financial Advisors, Inc., as well. Mark has experience working with high-net-worth individuals, corporations, and other businesses. He is also registered to provide services in Indiana and Michigan.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
IL
03/07/2023 - Present
CWM, LLC (Palatine IL)
IL
03/01/2016 - 05/04/2017
BMO HARRIS FINANCIAL ADVISORS, INC. (PALATINE IL)
CO
09/26/2012 - 03/03/2016
CHARLES SCHWAB & CO., INC. (BOULDER CO)
CO
12/15/2009 - 09/21/2012
MORGAN STANLEY SMITH BARNEY (GREELEY CO)
BOTH
Issued 01/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Mark McCallum is the right advisor for you? Invested Better is here to help.
