Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Robeson is a registered investment advisor representative with Captrust, a firm with approximately 852 billion dollars in regulatory assets under management. Mark works out of the Charlotte, NC office of Captrust. Mark has been working in the financial industry since 1995 and has experience in various investment areas. Mark holds the Series 7, 63, 31 and SIE licenses, as well as the Series 65.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
08/21/2023 - Present
Captrust (Charlotte NC)
MA
01/05/2018 - 02/08/2021
COMPASS SECURITIES CORPORATION (BRAINTREE MA)
NC
02/02/2017 - 12/11/2017
TOBIN & COMPANY SECURITIES LLC (CHARLOTTE NC)
NC
10/28/2016 - 01/27/2017
HIGHTOWER SECURITIES, LLC (Wilmington NC)
NC
02/10/2014 - 11/10/2014
CAPITAL INVESTMENT GROUP, INC. (WILMINGTON NC)
VA
06/15/2012 - 11/25/2013
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IL
06/19/2006 - 05/12/2008
DWS SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NC
05/05/2003 - 05/24/2006
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NJ
05/04/2000 - 04/14/2003
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NY
03/25/1996 - 10/28/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
11/10/1995 - 02/27/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/10/1995 - 02/27/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1996
Series 31 - Futures Managed Funds Examination
Active
Inactive
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