Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Bossi is a financial advisor at Avantax Advisory Services. Mark has over 30 years of experience in the financial services industry. Mark holds Series 6, 63, 22, and 65 securities licenses and the SIE exam. Mark is also a registered investment advisor in Massachusetts and New Hampshire. Prior to joining Avantax Advisory Services, Mark was a financial advisor at 1st Global Capital Corp. Mark is committed to providing clients with personalized financial advice and helping them 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.
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
MA
12/17/2024 - Present
Avantax Advisory Services (BURLINGTON MA)
MA
02/27/1998 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (BURLINGTON MA)
FL
01/14/1997 - 02/18/1998
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
02/06/1995 - 01/06/1997
CFS BROKERAGE CORP. (NEW YORK NY)
TX
10/26/1992 - 01/09/1995
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 07/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2001
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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