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 Menard is a financial advisor based in Houston, Texas, and has been in the industry since August 1990. Mark is currently registered as an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Previously, Mark was a Vice President at KING CAPITAL ADVISORS, INC., and worked as a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark holds the Series 7, Series 63, and SIE licenses, and has been a registered Investment Advisor Representative since December 2022.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
12/09/2022 - Present
Cambridge Investment Research Advisors, Inc. (Houston TX)
TX
07/18/2019 - 12/09/2022
CANTELLA & CO., INC. (HOUSTON TX)
TX
08/06/1990 - 07/17/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BC
Issued 08/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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