Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Cote is a financial professional with over 30 years of experience in the financial services industry. Mark is registered with MWA Financial Services Inc. and has offices in RUMFORD, ME. Prior to joining MWA Financial Services Inc., Mark was employed by Intervest International Equities Corporation, Cadaret, Grant & Co., Inc., Woodbury Financial Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Mark specializes in Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
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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2
ME
11/05/2003 - Present
MWA Financial Services Inc. (RUMFORD ME)
CO
06/19/2002 - 10/31/2003
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
NY
04/19/2002 - 06/19/2002
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CO
10/19/2001 - 05/01/2002
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
MN
04/20/1995 - 11/05/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MA
07/31/1992 - 04/18/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/31/1992 - 04/18/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 12/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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