Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Oslebo is a registered Investment Advisor Representative and a registered Broker/Dealer in several states. Mark has been in the securities industry since August 15, 1982. Currently, Mark is affiliated with IC Advisory Services, Inc. Mark previously worked at InterVest International Equities Corporation. Mark specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Mark also provides selection of other advisers. Mark has a Certified Financial Planner designation.
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.
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2
NA
05/04/2018 - Present
IC Advisory Services, Inc. (STUTTGART )
NA
01/15/1988 - 05/18/2018
INTERVEST INTERNATIONAL EQUITIES CORPORATION (70563 STUTTGART )
NA
12/24/1987 - 02/13/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/16/1982 - 12/24/1987
FINANCIAL PLANNERS EQUITY CORPORATION
IA
Issued 01/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/14/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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