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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Michael Cunningham is an investment advisor representative. Mark is registered with Epogee Capital Management, LLC in Florida and Massachusetts and has been in the industry since 2012. Mark has been associated with Epogee Capital Management, LLC since 2024 and has prior experience with a number of firms including Method Advisors, Port One Investments, and Balter Capital Management. Mark is a Series 65 licensed Investment Advisor Representative. Mark specializes in providing investment advisory services and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
11/14/2024 - Present
Epogee Capital Management, LLC (MIDDLETON MA)
IA
Issued 06/01/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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