Unclaimed
Mark Obrock is an Investment Advisor Representative associated with Stratos Wealth Partners, Ltd. Mark is registered in Ohio and Texas. Mark also has a Series 65 license, which is the Uniform Investment Adviser Law Examination. Mark is a member of the industry for several years and is experienced in portfolio management and investment advisory services. Mark's specializations include financial planning, pension consulting, and education seminars.
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.
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.
Percentage of assets under management with third party managers
1
2
OH
03/16/2018 - Present
Stratos Wealth Partners, Ltd. (Columbus OH)
IA
Issued 08/01/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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