Unclaimed
Mark T. Mercer is a financial professional with over 17 years of experience in the industry. Mark is currently registered with Allstate Financial Services, LLC. Mark is also registered in Indiana, Michigan and Ohio. Mark has passed the Series 6, Series 63 and SIE exams. Mark previously worked for Chase Investment Services Corp. and Banc One Securities Corporation.
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
IN
01/08/2009 - Present
Allstate Financial Services, LLC (Portage IN)
IN
07/06/2005 - 02/26/2007
CHASE INVESTMENT SERVICES CORP. (VALPARAISO IN)
IL
01/17/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 01/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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