Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lee Robare is an experienced financial advisor with over 30 years of experience in the industry. Mark is currently registered with Osaic Advisory Services, LLC as a Registered Investment Advisor, a position that Mark has held since October 2019. Previously, Mark was affiliated with Triad Advisors LLC in Houston, TX, for over 20 years, where Mark held positions as a Registered Representative and Investment Advisor Representative, and also worked as a partner in The Robare Group. Prior to joining Triad Advisors LLC, Mark was affiliated with VeraVest Investments, Inc. in Worcester, MA. Mark is licensed to provide financial advisory services in 22 states. Mark holds several professional designations, including the Chartered Financial Consultant designation. Mark has a diverse client base which includes high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Mark specializes in providing financial planning, portfolio management, and other wealth management services.
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
GA
10/15/2019 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
TX
02/21/2003 - 08/23/2024
TRIAD ADVISORS LLC (HOUSTON TX)
MA
04/09/1987 - 03/06/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 04/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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