Mark Aif Email & Phone Number
Retirement Plan Advisor @ LPL Financial
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Mark Aif Location
- West Chester, PA, US
Mark Aif Work
- Retirement Plan Advisor @ (December 2016 - Present)
- Managing Director of Retirement Plan Sales and Services @ (June 2018 - July 2021)
- Vice President of Retirement Plan Sales @ (May 2015 - July 2021)
- Retirement Plan Consultant @ (May 2014 - May 2015)
- Business Development Wholesaler @ Lincoln Financial Distributors (October 2011 - April 2014)
- Employee Benefits Producer @ (January 2010 - January 2011)
- ETF - Financial Advisor Sales @ (January 2008 - January 2010)
- 401k Education and Communiciations @ (January 2003 - January 2008)
- Mutual Fund Specialist and Client Support @ (January 2000 - January 2003)
Mark Aif Education
- Immaculata University
Financial Management (Finance, General)
Mark Aif Skills
- Series 63
- Financial Advisory
- Fixed Annuities
- Defined Contribution
- Insurance
- Retirement Planning
- Investments
- Relationship Management
- Series 6
- Finance
- 401k
- Asset Allocation
- Financial Services
- Wealth Management
- Mutual Funds
- Risk Management
- Defined Benefit
- ETFs
- Retirement
- Series 7
- Employee Benefits
Mark Aif Summary
- Mark Aif, based in West Chester, PA, US, is currently a Retirement Plan Advisor at LPL Financial. Mark Aif brings experience from previous roles at The Beacon Group of Companies, The Standard and Lincoln Financial Distributors. Mark Aif holds a Financial Management in Finance, General @ Immaculata University. With a robust skill set that includes Series 63, Financial Advisory, Fixed Annuities, Defined Contribution, Insurance and more. Mark Aif has 3 emails and 1 mobile phone numbers on RocketReach.
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