Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark R Aumack is a financial advisor with Avantax Advisory Services. Mark is a Certified Public Accountant in the State of NJ. Mark has been in the industry since 2010 and holds Series 6, 63, and 65 licenses. Mark is registered with the states of Florida, Nevada, New Jersey, and Texas. Mark provides financial planning, pension consulting, and portfolio management services. Mark also provides individual and business tax preparation and estate tax planning.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
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2
NJ
02/06/2024 - Present
Avantax Advisory Services (WALL NJ)
NJ
12/10/2009 - 02/15/2022
AVANTAX INVESTMENT SERVICES, INC. (WALL NJ)
IA
Issued 12/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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