Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark A. Pappa is an Investment Advisor Representative with Financial Resources Group, LLC. Mark has been in the financial services industry since 1997 and has a strong track record of providing clients with personalized financial advice and investment solutions. Mark holds the Series 63 and 65 licenses, and has specialized experience in areas like portfolio management for individuals and financial planning. Prior to joining Financial Resources Group, LLC, Mark was employed at Lincoln Financial Securities Corporation and Royal Alliance Associates, Inc. Mark has a strong track record of success and is committed to providing clients with the best possible financial advice.
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.
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
CT
10/18/2018 - Present
Financial Resources Group, LLC (GLASTONBURY CT)
CT
08/13/2012 - 08/29/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (GLASTONBURY CT)
CT
12/21/2010 - 08/16/2012
ROYAL ALLIANCE ASSOCIATES, INC. (EAST HARTFORD CT)
CT
06/20/2006 - 12/31/2008
ROYAL ALLIANCE ASSOCIATES, INC. (NEWINGTON CT)
NY
01/05/2005 - 01/10/2005
ROBERT R. MEREDITH & CO., INC. (NEW YORK NY)
GA
08/22/2002 - 11/15/2002
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
FL
03/04/2002 - 08/12/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
09/24/1997 - 02/25/2002
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
IA
Issued 09/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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