Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Loeber is a registered Investment Advisor Representative in Oklahoma and a licensed insurance agent. Mark works with individuals, corporations and charitable organizations helping them reach their financial goals. Mark has over 30 years of experience in the financial services industry. Mark currently works with CG Advisory Services, and previously worked with ROYAL ALLIANCE ASSOCIATES, INC., INTEGRATED RESOURCES EQUITY CORPORATION and EQUITY SERVICES, INC. Mark holds Series 6, 63 and 65 securities licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OK
07/07/2017 - Present
CG Advisory Services (Tulsa OK)
NA
11/19/1989 - 06/15/1990
ROYAL ALLIANCE ASSOCIATES, INC.
NA
06/01/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/03/1987 - 06/09/1988
EQUITY SERVICES, INC.
IA
Issued 11/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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