Unclaimed
Mark Burr is an investment advisor with Commonwealth Financial Network, and has over 15 years of experience in the financial services industry. Mark is registered with both FINRA and the state of New York, and holds Series 7, 63, and 65 licenses. Mark is a member of the Board of Directors for Countryside Sand and Gravel, Inc. and Gernatt Asphalt, and is also the Chairman of the Cattaraugus County Legislature. In addition to his work with Commonwealth Financial Network, Mark also owns and operates several businesses including American Wire Tie, Inc. and Wire Reloads Inc. Mark works with a variety of clients including individuals, families, businesses, and charitable organizations. He offers a wide range of financial services, including financial planning, investment management, and retirement planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/29/2021 - Present
Commonwealth Financial Network (Lockport NY)
NY
03/27/2008 - 10/31/2017
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
NY
09/05/2007 - 03/03/2008
MML INVESTORS SERVICES, INC. (GOWANDA NY)
IA
Issued 04/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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