Unclaimed
Mark Alexander Gravina is a financial advisor who is registered in Massachusetts and New Hampshire. Mark has been in the industry since 2013. Mark has experience in financial planning and portfolio management for individuals and businesses. He has worked at a number of firms in the past, including Ameriprise Financial Services, Inc., Hightower Securities, LLC, and Wells Fargo Advisors. Mark holds Series 7TO, Series 66 and SIE licenses and has a Certified Financial Planner designation. Mark is currently employed at Steward Partners Investment Advisory, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
MA
12/03/2024 - Present
Steward Partners Investment Advisory, LLC (BOSTON MA)
IL
11/10/2020 - 04/21/2022
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
MA
12/16/2019 - 02/04/2020
AMERIPRISE FINANCIAL SERVICES, INC. (HOPKINTON MA)
BOTH
Issued 10/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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