Unclaimed
Mark Sindowski is a financial advisor with over 13 years of experience in the financial services industry. Mark is currently registered with B. Riley Wealth Advisors, Inc. and holds licenses in several states. Mark is a Certified Financial Planner and has experience providing financial planning, investment management, and other financial services to individuals and families. Mark also provides financial advisory services to businesses, pension and profit-sharing plans, and charitable organizations.
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
IL
08/25/2022 - Present
B. Riley Wealth Advisors, Inc. (Chicago IL)
IL
11/29/2017 - 12/15/2020
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
IL
03/04/2010 - 12/04/2017
WADDELL & REED (OAK BROOK IL)
BOTH
Issued 04/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Sindowski is the right advisor for you? Invested Better is here to help.