Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark McGuire is a financial advisor with Geneos Wealth Management, Inc. and is also registered as an investment advisor. Mark has been in the financial industry since April 2021. Mark McGuire has been registered with the state of Florida since July 2021. Mark McGuire is also registered with the state of Maryland, Pennsylvania, Virginia and Texas. Mark McGuire is a licensed advisor with Series 66, Series 7TO and SIE licenses. Mark McGuire has a proven track record of success in providing financial advice to individuals and businesses. Mark McGuire specializes in financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses and individuals.
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.
1
2
FL
07/15/2021 - Present
Geneos Wealth Management, Inc. (Venice FL)
BOTH
Issued 06/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Mark McGuire is the right advisor for you? Invested Better is here to help.
