Unclaimed
Mark Andrew Marrazzo is a financial advisor at Osaic Wealth, Inc. Mark has been in the industry since 2002 and is registered with the Financial Industry Regulatory Authority (FINRA) and several state regulatory agencies. Mark has a variety of licenses and certifications, including Series 7, Series 24, and Series 66. Mark specializes in providing financial planning, investment management, and retirement planning services 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.
1
2
FL
01/19/2024 - Present
Osaic Wealth, Inc. (BRANDON FL)
FL
01/22/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BRANDON FL)
NC
03/19/2013 - 02/11/2014
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
FL
01/07/2009 - 07/12/2011
WORLD EQUITY GROUP, INC. (TAMPA FL)
IL
11/13/2006 - 01/02/2009
WATERSTONE FINANCIAL GROUP, INC. (WARRENVILLE IL)
IL
01/02/2003 - 11/14/2006
QUESTAR CAPITAL CORPORATION (ARLINGTON HEIGHTS IL)
AZ
10/01/2002 - 01/13/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
07/10/2000 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 02/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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