Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Dittrich is a financial advisor at Raymond James Financial Services Advisors, Inc. in Franklin, Massachusetts. Mark has been working in the financial industry since 1992. Mark has a variety of licenses and certifications, including Series 7, Series 10, Series 9, Series 63, Series 65, and Series 66. Mark is also a Certified Financial Planner. Mark's previous employers include MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, ADVEST, INC., and TUCKER ANTHONY INCORPORATED. Mark specializes in providing financial planning, portfolio management, and other investment-related 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MA
11/26/2021 - Present
Raymond James Financial Services Advisors, Inc. (FRANKLIN MA)
MA
03/08/2006 - 05/04/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WRENTHAM MA)
MA
02/01/2002 - 03/08/2006
ADVEST, INC. (WRETHAM MA)
MA
12/10/1992 - 02/26/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BOTH
Issued 04/13/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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