Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Newport is a financial advisor with over 30 years of experience in the industry. Mark is a Certified Financial Planner and holds multiple securities licenses, including Series 7, 6, 63, 24, 26, and 53. Mark currently works at Osaic Wealth, Inc. and has previously been employed with SAGEPOINT FINANCIAL, INC. and SUNAMERICA SECURITIES, INC. Mark provides financial planning, pension consulting, educational seminars, and portfolio management services for individuals, businesses, and charitable organizations. Mark is also a licensed real estate investor.
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
CA
09/01/2023 - Present
Osaic Wealth, Inc. (ORANGE CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ORANGE CA)
AZ
07/09/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 05/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 02/15/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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