Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lawrence Sherin is a financial advisor with over 35 years of experience in the industry. Mark currently works with Osaic Wealth, Inc., a firm with over 43,000 clients and $94.5 billion in assets under management. Mark’s practice focuses on providing financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Mark is licensed to sell securities in 16 states and the District of Columbia. Mark has earned several professional licenses, including Series 3, 7, 24, and 63.
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.
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2
CA
01/24/2025 - Present
Osaic Wealth, Inc. (WESTLAKE VILLAGE CA)
IN
05/11/2001 - 04/28/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
11/16/1989 - 05/09/2001
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
11/15/1989 - 10/19/1992
HOME LIFE INSURANCE COMPANY
NA
03/30/1988 - 10/29/1988
VALUE EQUITIES CORPORATION
NA
08/21/1984 - 12/18/1986
TITAN CAPITAL CORPORATION
BC
Issued 06/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1984
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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