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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 Patrick Collard is an investment advisor representative at Landmark Wealth Management. Mark has been in the industry since 2001 and has experience with a variety of firms. Mark is registered in New York and Texas. Mark is a Series 7, 63, and 65 licensed advisor representative. Landmark Wealth Management serves high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
11/21/2022 - Present
Landmark Wealth Management (GETZVILLE NY)
MA
10/20/2004 - 02/15/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
12/05/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
05/21/2001 - 10/02/2002
HAROLD C. BROWN & CO., INC. (BUFFALO NY)
IA
Issued 10/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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