Mark Aif Email & Phone Number
Retirement Plan Advisor @ LPL Financial
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Mark Aif Location
- West Chester, PA, US
Mark Aif Work
- 2016 - now Retirement Plan Advisor @
- 2018 - 2021 Managing Director of Retirement Plan Sales and Services @
- 2015 - 2021 Vice President of Retirement Plan Sales @
- 2014 - 2015 Retirement Plan Consultant @
- 2011 - 2014 Business Development Wholesaler @
- 2010 - 2011 Employee Benefits Producer @
- 2008 - 2010 ETF - Financial Advisor Sales @
- 2003 - 2008 401k Education and Communiciations @
- 2000 - 2003 Mutual Fund Specialist and Client Support @
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 2 emails and 1 mobile phone numbers on RocketReach.
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