Unclaimed
Mark Dobroskey is a financial advisor with over 10 years of experience in the industry. Mark is currently registered with Thrivent Investment Management Inc. and has been with the firm since September 2017. Mark has a strong background in financial planning and portfolio management for individuals and has extensive experience with Morgan Stanley and LPL Financial LLC. Mark is committed to providing his clients with personalized financial advice and guidance to help 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.
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
PA
09/11/2017 - Present
Thrivent Investment Management Inc. (Reading PA)
PA
12/09/2016 - 09/06/2017
LPL FINANCIAL LLC (WYOMISSING PA)
PA
03/07/2014 - 10/04/2016
MORGAN STANLEY (WYOMISSING PA)
BOTH
Issued 03/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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