电子邮件 | jde***@***.com | 获取Email |
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电子邮件 | jde***@***.com | 获取Email |
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Integrity, leadership and service are the hallmarks of LifeMark's philosophy and business model. Founded in 1983, LifeMark is a nationally registered broker/dealer and SEC registered RIA, providing a "best in class" array of products and services to independent financial advisors, while maintaining the flexibility to rapidly adapt to changes within the marketplace and regulatory environments. Beyond common rhetoric, LifeMark's ethos places the interests of its public customers first while supporting its financial advisors in remarkable ways day-to-day. Examples of this unique corporate ethos can be seen throughout its 30 year history. Notably, in 2008 LifeMark became the first broker/dealer to eliminate its Pre-Dispute Arbitration Agreement as a prerequisite to opening an account with the firm. Again, in 2013, LifeMark became the first broker/dealer to implement firm-wide training on the new GFS® (Global Financial Steward) curriculum which fully integrates the subjects of fiduciary responsibility, leadership and stewardship. Such developmental training helps financial advisors to broaden and deepen the relationships they have with clients. LifeMark pursues affiliation with advisors who embrace the same core values and wish to partner with like-minded professionals. LifeMark's founders have combined experience in the industry of over 90 years and are nationally recognized industry leaders and experts who regularly lecture, opine, and consult on sales practices, industry standards and regulatory matters. Ethos- noun \ˈē-ˌthäs\ the distinguishing character, sentiment, moral nature, or guiding beliefs of a person, group, or institution LifeMark's Ethos can be found at http://lifemark.com/WhyLifeMark/LifeMarkEthos.aspx Member FINRA www.finra.org Member SIPC www.sipc.org
公司 | LifeMark Securities Corp. |
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职位 | CFP |
地点 | United States |
http://www.linkedin.com/in/tpsadvisors | |
部门 | |
头衔 | CFP |
LifeMark Securities Corp. CFP
2018-11-01 -
Baker College Adjunct Finance Instructor
2015-01-01 - 2017-01-01
Board Member Connect Co-Founder
2010-01-01 - 2023-01-01
Pursuant Non-Profit Consultant
2006-01-01 - 2013-01-01
FESCO Financial Advisor
2006-01-01 - 2018-10-01
John Derbin 在 LifeMark Securities Corp. 担任 CFP
John Derbin 在 LifeMark Securities Corp. 的职位是 CFP
John Derbin 的电子邮件地址是 jde***@***.com
John Derbin 的电话号码是 -
John Derbin 的公司电话号码是 +180****
John Derbin 在 investment management 工作。
John Derbin 的一些同事包括Celia Panzer、Alan Pransky、Stephen Iposu、Rick SowersJoseph Sturges、。
John Derbin联系方式: 电子邮件地址:jde***@***.com 电话号码:-
John Derbin 的个人领英是:http://www.linkedin.com/in/tpsadvisors
John Derbin 的办公地点:400 West Metro Park, Rochester, NY 14623, US
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