Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Andre Poitras is a financial professional with over 16 years of experience in the financial services industry. Mark is currently registered as an investment advisor representative with Osaic Wealth, Inc. Mark also has experience with East End Financial Group, Inc. and HSBC Securities (USA) Inc. Mark has a variety of certifications and licenses including Series 6, 7, 63, and 66. Mark also holds the Certified Financial Planner designation. Mark has a strong commitment to community service, volunteering with several local organizations.
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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AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
03/22/2013 - 08/07/2017
HSBC SECURITIES (USA) INC. (HAMPTON BAYS NY)
NY
01/21/2011 - 03/14/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHAMPTON NY)
NY
07/30/2010 - 01/25/2011
ROYAL ALLIANCE ASSOCIATES, INC. (SAG HARBOR NY)
NY
08/01/2008 - 07/30/2010
NATIONWIDE SECURITIES, LLC (HAUPPAUGE NY)
NY
08/01/2008 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (HAUPPAUGE NY)
BOTH
Issued 12/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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