Unclaimed
Mark Anthony Rossbach is a financial advisor with Great Valley Advisor Group, Inc. Mark has been in the industry since May 14, 1999 and is registered with the state of Maryland. Mark also holds Series 7, Series 24 and Series 66 licenses. Mark has a strong focus on providing financial planning, consulting services and portfolio management for both individuals and businesses. Mark has previously been registered with MML Investors Services, LLC, MSI Financial Services, Inc., AXA Advisors, LLC, Deutsche Bank Securities Inc. and DB Alex. Brown LLC.
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.
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.
Consulting services
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
MD
02/16/2025 - Present
Great Valley Advisor Group, Inc. (Perry Hall MD)
MD
03/25/2017 - 11/23/2021
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
MD
02/08/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Baltimore MD)
MD
11/30/2010 - 01/13/2012
AXA ADVISORS, LLC (PERRY HALL MD)
MD
01/13/2001 - 04/08/2010
DEUTSCHE BANK SECURITIES INC. (BALTIMORE MD)
MD
08/28/1998 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
BOTH
Issued 12/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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