Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kooiman is a financial advisor with Monterey Private Wealth, Inc. Mark has been working in the financial industry for over 10 years and has a broad base of experience. Mark holds a Series 63 and Series 66 licenses and is a Certified Financial Planner. Mark helps individuals and families achieve 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Percentage retirement plan assets under advisement
1
2
CA
11/05/2024 - Present
Monterey Private Wealth, Inc. (MONTEREY CA)
CO
10/05/2006 - 12/06/2016
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
BOTH
Issued 01/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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