Unclaimed
Mark Brisson is a financial advisor registered with Next Financial Group, Inc.. Mark has been in the industry since February 15, 2002 and is currently licensed in 10 states. He specializes in helping individuals, high-net-worth individuals, corporations and businesses, charitable organizations, and pension and profit sharing plans. Mark also offers financial planning and educational seminars.
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.
Seminar/workshop attendance fees
1
2
CA
06/12/2015 - Present
Next Financial Group, Inc. (MANHATTAN BEACH CA)
CA
02/15/2002 - 04/03/2006
ASSOCIATED SECURITIES CORP. (MANHATTAN BEACH CA)
BOTH
Issued 02/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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