Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Whitehouse is a financial advisor registered with Osaic Wealth, Inc. Mark has 40 years of experience in the financial services industry. Prior to joining Osaic Wealth, Inc., Mark worked at Securities America, Inc., Woodbury Financial Services, Inc., Securian Financial Services, Inc., Princor Financial Services Corporation, and Pruco Securities Corporation. Mark is a registered investment advisor in North Carolina and Virginia. Mark holds the Series 6, Series 63, and Series 65 licenses. Mark specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Mark is also a licensed insurance agent. Mark is dedicated to helping clients achieve 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.
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (Blacksburg VA)
VA
07/06/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Blacksburg VA)
NC
11/22/2004 - 07/06/2016
WOODBURY FINANCIAL SERVICES, INC. (GREENSBORO NC)
MN
01/20/1998 - 12/03/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
03/12/1990 - 01/07/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
11/26/1982 - 12/17/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Whitehouse is the right advisor for you? Invested Better is here to help.
