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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Maund is an investment advisor representative with Choreo, LLC, in Augusta, Georgia. Mark has been in the financial services industry since 1998. Mark has a Series 6, 7, 24, 63 and 65 licenses. Mark has worked with individuals, high net worth individuals, trusts, pension plans, corporations, insurance companies, and charitable organizations. Mark specializes in providing investment advisory services including financial planning, investment reviews, reporting of non-managed assets, and retirement plan services. Prior to joining Choreo, LLC, Mark worked at PURSHE KAPLAN STERLING INVESTMENTS in Albany, NY, and CAMBRIDGE INVESTMENT RESEARCH, INC. in Augusta, GA.
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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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GA
04/06/2023 - Present
Choreo, LLC (AUGUSTA GA)
GA
10/01/2012 - 10/26/2016
PURSHE KAPLAN STERLING INVESTMENTS (AUGUSTA GA)
GA
03/18/2005 - 10/17/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (AUGUSTA GA)
OH
09/12/2000 - 03/21/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
NY
05/03/1999 - 10/03/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/22/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 06/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/26/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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