Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Christopher Parrott is a financial advisor currently registered with Osaic Wealth, Inc. based in Medford, NY. Mark has over 30 years of experience in the financial industry, having worked with a variety of firms including Merrill Lynch and Prime Capital Services, Inc. Mark holds several securities licenses, including Series 6, 7, 63, 65, and 66, and is also registered as an Investment Advisor Representative (IAR) in New York. Mark offers a range of financial services, including financial planning, portfolio management, and pension consulting.
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
NY
04/26/2021 - Present
Osaic Wealth, Inc. (MEDFORD NY)
NY
10/23/1991 - 05/30/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/20/1990 - 10/30/1991
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NA
07/12/1989 - 08/16/1990
VANTAGE FINANCIAL SERVICES, INC.
BOTH
Issued 01/06/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1991
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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