Unclaimed
Mark Richard Tiralosi is a financial advisor associated with Quantum Financial Advisors Inc.. Mark has been in the financial services industry since 1996, offering experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Mark is registered in Florida as an Investment Advisor Representative, and has offices in both Heathrow, Florida and Rockville, Maryland.
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.
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
FL
04/03/2023 - Present
Quantum Financial Advisors Inc. (HEATHROW FL)
FL
03/31/2021 - 12/31/2021
FORTUNE FINANCIAL SERVICES, INC. (Orlando FL)
CA
07/07/2009 - 07/13/2021
TRANSAM SECURITIES, INC. (LOS ANGELES CA)
FL
07/03/2013 - 12/31/2016
MAITLAND SECURITIES, INC. (MAITLAND FL)
FL
03/23/2005 - 12/31/2008
PRINCOR FINANCIAL SERVICES CORPORATION (HEATHROW FL)
CA
11/19/1998 - 04/04/2005
TRANSAM SECURITIES, INC. (LOS ANGELES CA)
FL
02/27/1998 - 11/24/1998
CFG SECURITIES CORP. (LONGWOOD FL)
IA
10/23/1996 - 02/25/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 02/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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