Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Leslie Poitras is a financial advisor at Park Avenue Securities LLC. Mark has been in the financial services industry since May 2005. Mark holds a Series 7, Series 24, and Series 66 license and is registered in 33 states. Mark provides financial planning services to individuals and families. Mark is also a Chartered Financial Consultant.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
MA
01/08/2021 - Present
Park Avenue Securities LLC (NEEDHAM MA)
BOTH
Issued 06/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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