Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark McGill is a financial advisor at Osaic Wealth, Inc. Mark has been in the financial services industry since 1992 and has experience working with a wide range of clients, including individuals, families, businesses, and institutions. He has a strong understanding of financial planning, portfolio management, and investment strategies. Mark is dedicated to helping his clients achieve their financial goals and build a secure future. He is a registered representative with FINRA and holds the Series 6, Series 7, and Series 63 licenses, as well as the SIE exam. Mark is also a member of the Osaic Wealth, Inc. team, which provides financial planning, portfolio management, and investment advisory services to clients nationwide.
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
CA
09/01/2023 - Present
Osaic Wealth, Inc. (HUNTINGTON BEACH CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HUNTINGTON BEACH CA)
AZ
11/01/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
11/20/2000 - 08/05/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
07/28/1995 - 11/02/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CA
11/01/1991 - 03/06/1995
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
BC
Issued 12/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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