Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Batzel is an investment advisor representative with The Ascent Group, LLC, based in Virginia Beach, Virginia. Mark has been in the financial services industry since 1989 and is registered with the state of Virginia. Mark has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Mark's specialties include financial planning, portfolio management, and pension consulting.
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
VA
06/02/2021 - Present
THE Ascent Group, LLC (VIRGINIA BEACH VA)
VA
02/02/2023 - 08/23/2024
TRIAD ADVISORS LLC (Virginia Beach VA)
VA
06/30/2006 - 01/24/2023
AMERITAS INVESTMENT COMPANY, LLC (VIRGINIA BEACH VA)
VA
03/02/2000 - 06/30/2006
CARILLON INVESTMENTS, INC. (VIRGINIA BEACH VA)
MA
02/13/1989 - 03/17/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 07/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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