Unclaimed
Mark Elliott Bushkin is an investment advisor representative with Avantax Advisory Services, registered with the state of Florida. Mark has been in the financial services industry since 1990. He is licensed to sell securities and offer investment advice. His primary office is in Cooper City, Florida. Mark has a diverse background in financial services, with experience in investment company products, direct participation programs, municipal securities, and corporate securities. He has been licensed to sell insurance products since 2008 and has served as an agent for several insurance companies. Mark is committed to helping clients achieve their financial goals through personalized financial planning, portfolio management, and insurance solutions.
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
FL
03/31/1993 - Present
Avantax Advisory Services (Cooper City FL)
IA
Issued 01/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2012
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/03/2010
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/05/1994
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/06/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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