Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Hills is a financial advisor registered with LPL Financial LLC. Mark has been working in the financial industry since 2006. Mark has a wide range of experience with a focus on providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Mark is also a registered investment advisor. Mark is committed to providing personalized service to his clients and helping them reach 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.
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
NY
08/21/2024 - Present
LPL Financial LLC (MANLIUS NY)
NY
02/05/2016 - 12/01/2023
TRIAD ADVISORS LLC (Manlius NY)
NY
02/19/2010 - 02/26/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (MANLIUS NY)
NY
06/01/2009 - 03/18/2010
MORGAN STANLEY SMITH BARNEY (SYRACUSE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SYRACUSE NY)
NY
04/06/2006 - 04/02/2007
MORGAN STANLEY DW INC. (SYRACUSE NY)
BOTH
Issued 04/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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