Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anthony Bulluck is a financial advisor with over 22 years of experience in the industry. Mark is registered with Osaic Wealth, Inc. and is licensed to provide investment advice in 10 states, including Arizona, California, Colorado, Florida, Georgia, Idaho, Maryland, Nevada, Texas, and Utah. Mark has a Series 6 and a Series 63 license as well as the SIE designation. Mark's firm, Osaic Wealth, Inc., is a registered investment advisor headquartered in Scottsdale, Arizona. The firm manages over $94 billion in assets and offers a variety of advisory services, including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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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CA
09/01/2023 - Present
Osaic Wealth, Inc. (Costa Mesa CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Costa Mesa CA)
AZ
03/09/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 06/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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