Unclaimed
Mark Vincent Reismeier is a financial professional with over 20 years of experience in the financial industry. Mark is currently registered with LPL Financial LLC, and has previously held positions at RBC Capital Markets Corporation, Ferris, Baker Watts, LLC, and Keystone Brokerage, Inc. Mark is licensed to provide investment advisory services in several states, including Florida, Georgia, Hawaii, Ohio, and Pennsylvania. Mark has a wide range of experience and holds several licenses, including the Series 6, 7, and 63 securities licenses, as well as the Series 65 investment advisor license. Mark's specializations include investment planning, financial planning, retirement planning, and estate planning.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
06/04/2012 - Present
LPL Financial LLC (ALTOONA PA)
PA
03/13/2009 - 08/24/2009
RBC CAPITAL MARKETS CORPORATION (HOLLIDAYSBURG PA)
PA
02/02/2000 - 03/13/2009
FERRIS, BAKER WATTS, LLC (HOLLIDAYSBURG PA)
PA
03/11/1996 - 05/05/1998
KEYSTONE BROKERAGE, INC. (WILLIAMSPORT PA)
IA
Issued 04/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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