Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you H.? Claim Your ProfileH. Mark Saunders is a financial advisor with over 40 years of experience in the financial services industry. Mark is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice and securities brokerage services in several states. Previously, Mark worked with Securities America, Inc., Investcorp, Inc., Summit Brokerage Services, Inc., Saunders Retirement Advisors, Inc., Linsco/Private Ledger Corp., Dean Witter Reynolds Inc., and Wheat, First Securities, Inc. Mark has a strong track record of helping clients achieve their financial goals and has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Mark specializes in financial planning, portfolio management, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (MIDLOTHIAN VA)
VA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (MIDLOTHIAN VA)
VA
05/14/2018 - 07/17/2020
INVESTACORP, INC. (Midlothian VA)
VA
03/01/2012 - 05/24/2018
SUMMIT BROKERAGE SERVICES, INC. (MIDLOTHIAN VA)
VA
11/26/1993 - 03/29/2012
SAUNDERS RETIREMENT ADVISORS, INC. (RICHMOND VA)
SC
06/18/1985 - 07/14/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
09/06/1984 - 06/17/1985
DEAN WITTER REYNOLDS INC.
NA
11/24/1982 - 08/15/1984
WHEAT, FIRST SECURITIES, INC.
IA
Issued 03/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/12/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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