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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Matkovic is a financial advisor with Avantax Advisory Services, a company with over 2,400 investment advisor representatives. Mark has been in the industry since January 1993 and has a wide range of experience, including financial planning, pension consulting, and educational seminars. Mark is registered as a Registered Representative and Investment Advisor Representative in Indiana and holds Series 7, 63 and 65 licenses. Mark holds a CPA and CFP designation. Mark is also a sole proprietor and has other business interests including tax preparation, rental properties and insurance. He has offices in Indianapolis, IN. Mark's firm has a strong track record of success and manages over $40 billion in assets.
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
IN
11/23/1998 - Present
Avantax Advisory Services (INDIANAPOLIS IN)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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