Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Skibbie is a financial advisor with Grove Point Advisors, LLC. Mark has been in the financial services industry since 1993. Mark has a Series 7, Series 63, and Series 65 licenses. Mark has worked at several financial institutions, including LPL Financial LLC, Wells Fargo Advisors Financial Network, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark specializes in working with individual investors and businesses. Mark also offers financial planning 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
MD
01/01/2025 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
MD
12/16/2011 - 02/05/2016
LPL FINANCIAL LLC (BETHESDA MD)
MD
04/08/2011 - 12/21/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GAITHERSBURG MD)
MD
03/29/2006 - 04/07/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKVILLE MD)
CA
02/07/2003 - 01/05/2006
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
NY
07/31/1993 - 09/18/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
03/23/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/21/1991 - 07/13/1992
F.N. WOLF & CO., INC.
IA
Issued 02/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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