Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Boccarossa is an Investment Advisor Representative at Legacy Wealth Management Group, Inc. Mark holds a Series 65 license and is registered with the state of Virginia. Mark provides financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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.
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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VA
08/08/2022 - Present
Legacy Wealth Management Group, Inc. (LYNCHBURG VA)
IA
Issued 04/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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