Unclaimed
Mark Christopher Trawick is a financial advisor at Kovack Advisors, Inc. Mark has been in the financial industry since 2002. He has experience providing financial planning, selection of other advisors, and portfolio management for businesses and individuals. Mark has passed the Series 6, Series 7, and Series 66 exams, and has been registered with FINRA and the state of Florida. Mark previously worked at GWN Securities Inc. and ING Financial Partners, Inc., where he provided similar financial services.
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.
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
FL
09/04/2020 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
GA
08/17/2011 - 08/25/2020
GWN SECURITIES INC. (MACON GA)
GA
01/03/2011 - 08/24/2011
ING FINANCIAL PARTNERS, INC. (MACON GA)
GA
04/19/2010 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (MACON GA)
GA
11/07/2006 - 04/14/2010
ING FINANCIAL PARTNERS, INC. (MACON GA)
GA
03/21/2003 - 11/01/2006
CUNA BROKERAGE SERVICES, INC. (MACON GA)
NY
12/17/2001 - 03/07/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 01/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Mark Trawick is the right advisor for you? Invested Better is here to help.