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 Rowlette is an investment advisor representative with Ae Wealth Management, LLC based in Hingham, MA. Mark has a history of working in the financial services industry since 1999. He has held positions with several firms including USALLIANZ SECURITIES, INC., MONY SECURITIES CORPORATION, WASHINGTON SQUARE SECURITIES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Mark is registered with the state of Massachusetts and has passed the Series 6, Series 63, and Series 65 exams. Mark specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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.
1
2
MA
02/08/2022 - Present
AE Wealth Management, LLC (Hingham MA)
MN
05/25/2005 - 12/08/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NY
10/29/2002 - 05/29/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
CT
06/28/2002 - 10/21/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
06/09/2000 - 05/07/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/09/2000 - 05/07/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Mark Rowlette is the right advisor for you? Invested Better is here to help.
