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Mark Joseph Stanley

Osaic Wealth, Inc.

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About Mark Joseph Stanley

Mark Stanley is a financial advisor currently registered with Osaic Wealth, Inc. Mark has 7 years of experience in the financial services industry and is registered in 11 states. Mark has passed the Series 7, Series 66 and SIE exams. Mark also has a strong background in insurance, having served as an insurance agent for Pacific Capital Resource Group Inc and F-Squared Financial LLC. Mark also holds an active license with Penn Mutual Life Insurance Company. Mark is the founder and financial advisor for Momentum Wealth Advisors LLC. Mark is committed to providing clients with comprehensive financial advice and customized solutions to meet their individual needs.

Firm Information

Mark Stanley is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Stanley’s Registration & Firm History

WA

10/30/2020 - Present

Osaic Wealth, Inc. (BELLEVUE WA)

WA

01/17/2017 - 11/23/2020

HORNOR, TOWNSEND & KENT, LLC (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 07/07/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Mark Joseph Stanley. Review regulatory record here.
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