Unclaimed
Mark Weeks is a financial advisor with over 18 years of experience in the financial services industry. Mark is registered with Cetera Investment Advisers LLC and has offices located in Atlanta, GA and Bloomington, IL. Mark has a broad range of experience providing financial advice to individuals and businesses. Prior to Cetera, Mark was a financial advisor with Principal Securities, Inc. for 13 years and State Farm VP Management Corp. for 2 years. Mark holds the Series 6, 7, and 63 licenses as well as the SIE and Series 65. Mark is dedicated to helping clients reach 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.
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2
GA
06/29/2023 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
01/17/2007 - 12/17/2020
PRINCIPAL SECURITIES, INC. (Atlanta GA)
IL
04/05/2004 - 12/31/2006
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 12/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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