Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Chamberlain is a financial advisor at Captrust. Mark has been in the financial services industry since January 1999. Mark has a wide range of experience and holds the Series 7, 24, 51, 63, 66, 99TO and 22TO securities licenses. Mark is also registered as an Investment Advisor Representative in Indiana. In addition to working at Captrust, Mark is also a Managing Member/Owner of 407 LLC, a commercial real estate rental business. Mark is a board member of the Indiana State Chamber of Commerce and serves as the Capital Campaign Chair and Annual Campaign Chair for the Duneland YMCA.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IN
05/06/2020 - Present
Captrust (Chesterton IN)
IN
05/30/2008 - 05/07/2020
FIRST ALLIED SECURITIES, INC. (CHESTERTON IN)
IN
01/08/1999 - 05/30/2008
FFP SECURITIES, INC. (CHESTERTON IN)
BOTH
Issued 01/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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