Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edward Rosier is a financial advisor with over 30 years of experience in the industry. Mark currently works for Voya Financial Advisors, Inc. and has a branch office located in Daytona Beach, FL. Mark has held previous roles with other firms, including LPL Financial LLC, Cetera Investment Services LLC, Source Capital Group, Inc. and Advisory Group Equity Services LTD. Mark has a broad range of experience with investing and can help both individuals and businesses with their financial goals.
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.
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.
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
FL
01/10/2024 - Present
Voya Financial Advisors, Inc. (Daytona Beach FL)
FL
03/06/2018 - 11/27/2023
LPL FINANCIAL LLC (JACKSONVILLE FL)
FL
03/16/2017 - 02/07/2018
CETERA INVESTMENT SERVICES LLC (ORLANDO FL)
CT
12/17/2001 - 04/24/2017
SOURCE CAPITAL GROUP, INC. (WESTPORT CT)
CT
02/16/2017 - 04/19/2017
ADVISORY GROUP EQUITY SERVICES LTD. (Westport CT)
AL
07/09/2001 - 12/18/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
CT
08/01/1997 - 07/09/2001
MERIT CAPITAL ASSOCIATES, INC. (WESTPORT CT)
FL
01/01/1997 - 10/28/1997
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
CT
04/02/1996 - 12/24/1996
MERIT CAPITAL ASSOCIATES, INC. (WESTPORT CT)
IA
03/15/1993 - 12/31/1995
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
KS
04/26/1991 - 04/01/1993
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 03/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Rosier is the right advisor for you? Invested Better is here to help.
