Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lotzer is a financial advisor who has been working in the industry since 1981. Mark is currently registered as an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. in Illinois and Texas. Mark has been registered with Cambridge Investment Research Advisors, Inc. since July 2020. Prior to that, Mark was registered with VOYA FINANCIAL ADVISORS, INC. from January 2004 to July 2020 and Locust Street Securities, Inc. from December 1981 to January 2004. Mark has experience in providing financial planning, portfolio management, and investment advice to individuals, businesses, and charitable organizations. Mark is a licensed insurance agent and has experience in a variety of other business endeavors.
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.
Solicitation fees from 3rd party money managers
1
2
IL
07/01/2020 - Present
Cambridge Investment Research Advisors, Inc. (Rockford IL)
IL
01/01/2004 - 07/06/2020
VOYA FINANCIAL ADVISORS, INC. (ROCKFORD IL)
IA
12/18/1981 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 10/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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