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MK

Mark A. Kern

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CRD#: 2869478
MK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Anthony Kern was a registered financial advisor .

Mark is a previously registered financial advisor and started their career in finance in 1997. Mark had worked at 11 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 8, 2004 - June 9, 2005

FIRST DUNBAR SECURITIES CORPORATION

BD
CRD#: 17901
EAST BERLIN, CT
Past

July 11, 2003 - May 18, 2004

EASTERN POINT ADVISORS INC.

RIA
CRD#: 107123
FT LAUDERDALE, FL
Past

July 7, 2003 - May 18, 2004

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

January 18, 2002 - July 3, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
PLANTATION, FL
Past

January 15, 2002 - July 3, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 15, 2002 - July 3, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

October 10, 2001 - October 16, 2001

FIELD LOGAN & CO., LLC

BD
CRD#: 44409
GREENBRAE, CA
Past

February 5, 1999 - October 21, 1999

DOMINARI SECURITIES LLC

BD
CRD#: 18975
NEW YORK, NY
Past

January 4, 1999 - February 18, 1999

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
CAMARILLO, CA
Past

May 16, 1998 - December 31, 1998

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

February 9, 1998 - April 7, 1998

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

June 16, 1997 - February 9, 1998

DUKE & CO., INC.

BD
CRD#: 8035
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/8/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


FD
FIRST DUNBAR SECURITIES CORPORATION
FIRST DUNBAR SECURITIES CORPORATION

CRD#: 17901 / SEC#: , 8-35940

BD
Terminated by SEC on 12/01/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
Massachusetts since 03/06/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
VPC HOLDINGS, LLCINVESTOR
BOWERS, RICHARD MICHAELPRESIDENT1263206
OCCHIPINTI, SAMUEL FRANKFINOP
SPELLMAN, FRANCIS ROBERTDIRECTOR

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIRST DUNBAR SECURITIES CORPORATION

CRD#: 17901

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