Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Salvail is a financial advisor currently working at Osaic Wealth, Inc. located in San Ramon, California. Mark has been in the industry since 1982 and has a wide range of experience. Mark has held previous roles with Woodbury Financial Services, Inc., Securian Financial Services, Inc., New England Securities, and WS Griffith Securities, Inc. Mark is a Series 6 and Series 63 licensed representative.
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
CA
01/19/2024 - Present
Osaic Wealth, Inc. (SAN RAMON CA)
CA
06/17/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
01/07/2015 - 06/18/2019
SECURIAN FINANCIAL SERVICES, INC. (SAN MATEO CA)
CA
09/03/2003 - 01/13/2015
NEW ENGLAND SECURITIES (SAN RAMON CA)
CT
12/14/1993 - 09/11/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MA
05/05/1992 - 12/15/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
10/30/1990 - 05/21/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/30/1990 - 05/21/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
03/22/1988 - 10/09/1990
F & G SECURITIES, INC.
NA
11/15/1982 - 03/29/1988
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NA
02/21/1982 - 03/29/1988
PRUCO SECURITIES CORPORATION
BC
Issued 05/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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