Our Qualifications
Mark's Designations
- MSFS - Masters of Science in Financial Services
- CFP® - Certified Financial Planner Practioner
- RICP® - Retirement Income Certified Professional
- ChFC® - Chartered Financial Consultant
- CLU® - Chartered Life Underwriter
- ChSNC® - Chartered Special Needs Consultant
- Life Underwriter Training Council Fellow
- Certificate in Financial Planning
- Certificate in Estate Planning and Taxation
Mark's Licenses
- Series 7 General Securities
- Series 24 General Securities Principal
- Series 63 Uniform State Securities
- Series 65 Registered Investment Advisor
Mark is an Insurance Provider For:
- Life
- Variable Products
- Health
- Fire and Allied Lines
- General Casualty
Securities Registered in Missouri, Illinois, Arkansas, California, Colorado, Florida, Indiana, Kansas, Louisiana, Maine, Maryland, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, and Wisconsin.
Insurance Licensed in Missouri, Illinois, Arkansas, Florida and Texas.
CHECK THE BACKGROUND OF AMERITAS INVESTMENT COMPANY, LLC. OR THIS INVESTMENT PROFESSIONAL ON FINRA'S BROKERCHECK
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
mark@advisorstl.com | 314-256-0252