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 Mann is an investment advisor with Kestra Advisory Services, LLC. Mark is a registered representative of the firm in Texas and is also registered as an investment advisor. Mark has been in the financial services industry since 2003. Mark's experience includes financial planning, portfolio management for individuals and businesses, and selection of other advisors. Mark is registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative and is licensed to sell securities in Texas. Prior to joining Kestra Advisory Services, LLC, Mark worked at Waddell & Reed and Equitrust Marketing Services, 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.
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
TX
11/05/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
KS
08/30/2007 - 08/23/2021
WADDELL & REED (OVERLAND PARK KS)
KS
03/20/2003 - 07/02/2007
EQUITRUST MARKETING SERVICES, LLC (OLATHE KS)
IA
Issued 01/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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