Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Richard Forbes is a registered investment advisor representative with Wellth Advisory Services, LLC. Mark has over 20 years of experience in the financial services industry. He specializes in providing financial planning, retirement planning, and investment management services to individuals, businesses, and charitable organizations. Mark is also a Certified Financial Planner (CFP®). Mark has held previous positions with LPL Financial LLC, Kestra Investment Services, LLC, Financial Telesis Inc, and Princor Financial Services Corporation.
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
OK
06/28/2024 - Present
Wellth Advisory Services, LLC (Tulsa OK)
OK
04/01/2019 - 12/23/2019
LPL FINANCIAL LLC (TULSA OK)
OK
08/08/2014 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (Tulsa OK)
OK
10/14/2009 - 08/08/2014
FINANCIAL TELESIS INC (TULSA OK)
OK
05/21/2004 - 10/21/2009
PRINCOR FINANCIAL SERVICES CORPORATION (TULSA OK)
IL
10/11/2002 - 05/18/2004
GBS RETIREMENT SERVICES, INC. (ROLLING MEADOWS IL)
IA
08/23/1993 - 10/09/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 02/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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