Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Matulia is a financial advisor at Osaic Wealth, Inc. with over 30 years of experience in the financial services industry. Mark is registered with the state of Georgia and holds a Series 6, Series 7 and Series 63 licenses. He is a Certified Financial Planner and a Chartered Financial Consultant. Mark is committed to providing clients with personalized financial advice and guidance. He works with individuals, families, and businesses to help them achieve their financial goals.
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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GA
06/14/2024 - Present
Osaic Wealth, Inc. (FAYETTEVILLE GA)
GA
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (FAYETTEVILLE GA)
GA
07/28/2003 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (FAYETTEVILLE GA)
IA
08/05/1996 - 07/28/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MO
01/19/1987 - 08/09/1996
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BC
Issued 01/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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