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 Lange is a financial advisor with Wealthcare Advisory Partners LLC. Mark has been in the financial services industry since 1988. He is registered with the following states: Arizona, Florida, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Mark holds the following licenses: Series 6, 7, 22, 24, 63, and 65. He is also a registered investment advisor (RIA) and is a member of the Financial Industry Regulatory Authority (FINRA). Mark specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. He is committed to helping clients achieve their financial goals and providing them with personalized financial advice.
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.
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2
NY
06/09/2021 - Present
Wealthcare Advisory Partners LLC (Tuxedo Park NY)
NY
05/07/1996 - 05/09/2000
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
OH
10/10/1995 - 05/09/1996
MFI INVESTMENTS CORP. (BRYAN OH)
MN
07/13/1990 - 10/27/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/13/1990 - 10/27/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
10/22/1987 - 12/31/1989
FIRST HANOVER SECURITIES, INC. (STATEN ISLAND NY)
IA
Issued 03/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1990
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/21/1987
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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