Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Zierath is an investment advisor representative with Harbour Investments, Inc. in Madison, Wisconsin. Mark has been in the industry since January 20, 2014. Mark holds Series 66, Series 7, and SIE licenses and is registered in several states, including Arizona, California, Utah, Washington, and Wisconsin. Mark is also an Enrolled Agent with Mennenga Tax and Financial, where they prepare tax returns and help clients with financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
WI
10/21/2016 - Present
Harbour Investments, Inc. (Madison WI)
WI
01/21/2014 - 10/26/2016
WOODBURY FINANCIAL SERVICES, INC. (MADISON WI)
BOTH
Issued 08/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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