Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Ross is a financial advisor with over 20 years of experience in the industry. Mark is currently registered with Avantax Advisory Services and has offices in Portsmouth, NH and Dallas, TX. Mark has a wide range of experience in financial planning, investment management, and insurance services. Mark is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Mark is dedicated to building strong relationships with his clients based on trust, transparency, and exceptional service.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NH
02/01/2024 - Present
Avantax Advisory Services (Portsmouth NH)
NH
03/27/2018 - 12/18/2018
CITIZENS SECURITIES, INC. (PORTSMOUTH NH)
NY
04/12/2011 - 04/03/2018
LPL FINANCIAL LLC (SIDNEY NY)
BOTH
Issued 07/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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