Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Michael Carolin is a financial advisor at Osaic Wealth, Inc. Mark has been in the financial services industry for 30 years. He has a Series 7 and Series 63 license. Mark also holds an SIE license. Mark is a registered investment advisor in Texas and provides financial guidance and direction for a fee. He has previously worked for Signator Investors, Inc., Transamerica Financial Advisors, Inc. and Lincoln Financial Advisors Corporation.
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
TX
11/02/2018 - Present
Osaic Wealth, Inc. (SAN ANTONIO TX)
TX
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAN ANTONIO TX)
TX
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN ANTONIO TX)
TX
05/13/1999 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
IN
06/01/1998 - 03/31/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
02/25/1993 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 05/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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