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 Matos is a financial advisor with IC Advisory Services, Inc. Mark has been in the industry since January 10, 2011 and currently holds Series 7TO, 63 and 65 licenses. Mark specializes in providing financial planning, portfolio management and selection of other advisors for individuals, corporations and businesses. Mark is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
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
NJ
08/16/2024 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
BC
Issued 07/02/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2024
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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