Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Byron Bentley has over 30 years of experience in the financial services industry. Mark currently works at BTS Asset Management, Inc. and is registered with the state of Massachusetts. Previously, Mark worked at Old Mutual Investment Partners, Rydex Distributors, Inc., The Dreyfus Service Corporation, Premier Mutual Fund Services, Inc., Funds Distributor, Inc., and New England Securities. Mark holds the Series 63, 65, 7, 24 and SIE licenses and is a specialist in Portfolio Management, Market Timing, and Consulting Services. Mark is dedicated to helping individuals and families achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consultation 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.
A percentage of the total value of assets under management is charged.
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2
MA
02/24/2014 - Present
BTS Asset Management, Inc. (LINCOLN MA)
MA
11/13/2009 - 02/15/2012
OLD MUTUAL INVESTMENT PARTNERS (BOSTON MA)
MD
08/30/1996 - 11/06/2009
RYDEX DISTRIBUTORS, INC. (ROCKVILLE MD)
NY
08/09/1995 - 01/28/1997
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
MA
02/17/1995 - 08/01/1995
PREMIER MUTUAL FUND SERVICES, INC. (NEWTON MA)
ME
05/17/1993 - 02/09/1995
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
NY
06/26/1987 - 12/21/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 02/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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