Principal Securities, Inc
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About this Advisor
Mark Berdan is a chartered financial consultant operating out of San Diego, California, with 31 years in the industry. Berdan works at Principal Securities, Inc. Berdan has gained experience at Berdan Benefits, Insurance & Financial Services, Princor Financial Services Corporation and Principal Life Insurance Company. Berdan holds a Series 63 license, certifying them as a securities representative, and is approved to work in California. Principal Securities, Inc is a financial advisory company operating out of San Diego, California. The investment advisory business has offices in 354 locations and a total of 1,687 advisors. It handles $6 billion in assets between its 28,235 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 30 charitable organizations. Of its 28,235 customer accounts, just 2% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services largely depend on the type of financial services provided. However, fees billed by Principal Securities, Inc can consist of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Principal Securities, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Mark Berdan Work History
Mark has 31 years of experience.
Berdan Benefits, Insurance & Financial Services
Principal Life Insurance Company
Princor Financial Services Corporation
Mark Berdan has no disclosures.
Please visit their SEC profile for more details.