Unclaimed
Mark Dragoslovich is a financial advisor with Wells Fargo Advisors Financial Network, LLC, a firm that provides investment advisory services to individuals, businesses, and institutions. Mark has been in the financial services industry since 2014 and is registered to provide investment advice in Arizona and Texas. Mark is also a Certified Financial Planner. Mark has experience with a variety of financial planning and investment strategies, and is committed to providing his clients with personalized advice and guidance.
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.
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.
Investment consulting services to institutional clients
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.
1
2
AZ
02/24/2023 - Present
Wells Fargo Advisors Financial Network, LLC (TUCSON AZ)
AZ
12/22/2022 - 02/07/2023
NORTHERN TRUST SECURITIES, INC. (TUCSON AZ)
AZ
04/01/2021 - 02/01/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TUCSON AZ)
AZ
01/29/2014 - 01/25/2021
LPL FINANCIAL LLC (TUCSON AZ)
AZ
12/19/2012 - 01/10/2013
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 07/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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