Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Rutland is a financial advisor with Osaic Wealth, Inc. Mark has over 40 years of experience in the financial services industry. Mark holds Series 6, 22, 26, 62, and 63 securities licenses. Mark is registered with the state of Indiana as an Investment Advisor Representative. Mark is also registered as a Broker in the states of Alabama, Arkansas, California, Colorado, Florida, Indiana, Kentucky, Louisiana, Maryland, Michigan, Mississippi, Missouri, New Mexico, New York, North Carolina, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin. Mark is committed to providing his clients with personalized financial advice and investment management services. Mark specializes in providing financial advice to individuals, families, and businesses.
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
TN
06/20/2024 - Present
Osaic Wealth, Inc. (MEMPHIS TN)
TN
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (MEMPHIS TN)
TN
11/02/1988 - 07/17/2020
INVESTACORP, INC. (MEMPHIS TN)
NJ
03/08/1983 - 11/07/1988
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 03/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/22/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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