MK
Mark Kooiman
from Monterey Private Wealth, Inc.
Mark Kooiman is a financial advisor based in California, Monterey,
with 18 years of experience. Mark currently works for
Monterey Private Wealth, Inc..
Mark maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Mark Kooiman works at Monterey Private Wealth, Inc.
Monterey Private Wealth, Inc. is a financial advisory firm based in Monterey, California. It currently has approximately $851,565,371 of assets under management and employs about 12 people. Monterey Private Wealth, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and percentage retirement plan assets under advisement.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and percentage retirement plan assets under advisement
Office location
2340 Garden Road, Suite 202, Monterey, California, 93940
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting