Unclaimed
Mark Radulovich is an investment advisor representative for Prota Financial in Houston, Texas. Mark has been a registered investment advisor since 2013. Mark holds the Series 66, Series 7, and SIE licenses. Mark previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. Mark also is a co-founder of a software company, Capital 148.
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.
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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TX
05/25/2016 - Present
Prota Financial (HOUSTON TX)
TX
11/20/2013 - 05/03/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BOTH
Issued 12/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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