Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark William Deakins is a financial advisor with over 11 years of experience in the industry. Mark is currently registered with Cetera Investment Advisers LLC, and provides financial services in both California and Texas. Mark has been registered with Cetera Investment Advisers LLC since June 2023. Previously, Mark was registered with LPL FINANCIAL LLC from January 2014 until December 2022. Mark specializes in providing financial advice to individuals and businesses, including financial planning, portfolio management, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (Encino CA)
CA
01/10/2014 - 12/13/2022
LPL FINANCIAL LLC (ENCINO CA)
CA
01/06/2012 - 12/20/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (SHERMAN OAKS CA)
CA
11/17/2011 - 01/06/2012
WORLD GROUP SECURITIES, INC. (WOODLAND HILLS CA)
BC
Issued 11/22/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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