Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Waskow is a financial advisor with Lifemark Securities Corp. Mark has over 30 years of experience in the financial services industry. Mark is a Registered Representative and Investment Advisor Representative. Mark holds the Series 7, Series 6, Series 22, Series 24 and Series 63 licenses. Mark has experience providing financial planning, portfolio management for individuals, and selection of other advisers. Mark was previously registered with Foresters Equity Services, Inc., MML Investors Services, LLC, Walnut Street Securities, Inc., and Equity Services, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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
VT
03/27/2023 - Present
Lifemark Securities Corp. (Barre VT)
VT
04/06/2015 - 11/01/2018
FORESTERS EQUITY SERVICES, INC. (BURLINGTON VT)
VT
06/01/2006 - 05/31/2013
MML INVESTORS SERVICES, LLC (BARRE VT)
CA
05/30/1996 - 09/01/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
VT
07/10/1986 - 05/28/1996
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 12/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1988
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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