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 Lininger is a financial advisor who has been in the industry since 1994. Mark is currently registered with Equitable Advisors, LLC and has been with them since October 2024. Mark is also registered in 17 states and has passed the Series 3, 7, and 63 exams as well as the SIE and the Uniform Investment Advisor Law Examination. Mark specializes in financial planning, portfolio management, and pension consulting. Mark also provides educational seminars. Mark is an independent agent and owns Mark Lininger IRA, LLC, a rental property, Winds of the West, LLC, and Arizona Helicopter Experience LLC. Mark has previously worked for CIBC Oppenheimer Corp, Baraban Securities, Inc, Wells Fargo Securities Inc, Wells Fargo Investments, LLC, A.G. Edwards & Sons, Inc, and Wachovia Securities, LLC.
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.
1
2
AZ
11/27/2024 - Present
Equitable Advisors, LLC (SCOTTSDALE AZ)
CA
01/01/2008 - 09/16/2008
WACHOVIA SECURITIES, LLC (BEVERLY HILLS CA)
CA
07/07/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BEVERLY HILLS CA)
CA
05/02/2001 - 07/22/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
01/19/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
04/29/1994 - 01/22/1999
CIBC OPPENHEIMER CORP. (NEW YORK NY)
CA
02/02/1994 - 05/10/1994
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 11/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2005
Series 3 - National Commodity Futures Examination
BC
Issued 02/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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New York Stock Exchange
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