Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Gavrilov is a financial advisor who has been in the industry since August 13, 2012. Mark is currently registered with Cetera Investment Advisers LLC and has been with them since June 2019. Mark is also registered with the state of New York as an investment advisor representative. Previously, Mark was registered with LPL Financial LLC and Financial Resources Group Investment Services, LLC. Mark has passed the Series 7, Series 63 and SIE exams. Mark specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Mark also works with clients in California, Florida, Maryland, Minnesota, New Jersey, New York, North Carolina, and Pennsylvania.
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.
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NY
04/12/2021 - Present
Cetera Investment Advisers LLC (Brooklyn NY)
NY
08/14/2012 - 07/11/2019
LPL FINANCIAL LLC (BROOKLYN NY)
NY
04/24/2018 - 06/14/2019
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (BROOKLYN NY)
BC
Issued 11/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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