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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Holmlund is a registered investment advisor representative with Alaethes Wealth, LLC. Mark has been in the financial services industry since 1985 and has experience in investment advisory services, financial planning, and pension consulting. Mark is also a registered investment advisor representative in California and Nevada. Mark has a wide range of experience in working with individuals, families, and charitable organizations. Mark has a Series 63, Series 65, and Series 24 license.
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.
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
NV
12/02/2019 - Present
Alaethes Wealth, LLC (GLENBROOK NV)
CA
03/28/1995 - 01/11/2011
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NY
03/19/1991 - 07/23/1993
DAIWA SECURITIES AMERICA INC. (NEW YORK NY)
NY
10/22/1985 - 03/25/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2004
Series 24 - General Securities Principal Examination
BC
Issued 11/01/1985
Series 5 - Interest Rate Options Examination
BC
Issued 10/30/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 10/28/1985
Series 3 - National Commodity Futures Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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