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 Solis is a financial advisor with over 27 years of experience in the industry. Mark is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in Georgia, Kansas, Missouri, New Mexico, Oklahoma and Texas. Mark's previous employers include Securities America, Inc., Investcorp, Inc., LPL Financial Corporation and Raymond James Financial Services, Inc. Mark is a Series 7, Series 31 and Series 63 licensed professional and holds the SIE exam certification. Mark specializes in providing financial planning, pension consulting and portfolio management for individuals 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.
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2
TX
06/14/2024 - Present
Osaic Wealth, Inc. (AMARILLO TX)
TX
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (AMARILLO TX)
TX
12/08/2010 - 07/17/2020
INVESTACORP, INC. (AMARILLO TX)
TX
11/06/2006 - 12/15/2010
LPL FINANCIAL CORPORATION (AMARILLO TX)
TX
06/25/1999 - 11/08/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (AMARILLO TX)
NY
02/21/1996 - 06/30/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 02/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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