Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Sterley is a financial advisor at Osaic Wealth, Inc. with over 18 years of experience in the industry. Mark has held positions with several firms including Hornor, Townsend & Kent, LLC and Ameritas Investment Corp. Mark is registered as an Investment Advisor Representative in Washington and holds Series 6, 7, 63 and 66 licenses. Mark is a Certified Financial Planner and is also active in the community serving on the Northwest University Alumni Board. Mark helps clients with financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisers.
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
WA
10/30/2020 - Present
Osaic Wealth, Inc. (BELLEVUE WA)
WA
07/22/2011 - 11/02/2020
HORNOR, TOWNSEND & KENT, LLC (BELLEVUE WA)
WA
01/05/2011 - 07/27/2011
AMERITAS INVESTMENT CORP. (BELLEVUE WA)
WA
01/17/2007 - 04/06/2010
SECURIAN FINANCIAL SERVICES, INC. (BELLEVUE WA)
WA
08/16/2004 - 08/14/2006
WM FINANCIAL SERVICES, INC. (ISSAQUAH WA)
BOTH
Issued 01/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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