Unclaimed
Raymond Hinyuen Mark is a financial advisor with LPL Financial LLC. Raymond has been in the financial services industry for over 16 years. Raymond holds the Series 7 and Series 66 securities licenses. Raymond provides investment advisory services for individuals, businesses, pension plans, and charitable organizations. Raymond has experience in providing financial planning, portfolio management, and consulting services. Raymond is registered in 27 states and is also registered as an investment advisor representative in Indiana, Kentucky, and Texas.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IN
07/28/2010 - Present
LPL Financial LLC (INDIANAPOLIS IN)
IN
01/28/2008 - 05/20/2009
CHASE INVESTMENT SERVICES CORP. (ELKHART IN)
MO
10/10/2007 - 12/18/2007
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 10/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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