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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Steven Dossa is a financial advisor with over 20 years of experience in the industry. Mark Steven Dossa is currently registered with Fortitude Wealth Management LLC as a Registered Representative and Investment Advisor Representative. Mark Steven Dossa is also a Certified Financial Planner. Mark Steven Dossa has a strong track record of providing financial planning and investment management services to individuals and families. Mark Steven Dossa specializes in providing comprehensive financial planning services, including retirement planning, college savings, and estate planning. Mark Steven Dossa also manages investment portfolios for individuals and families. In addition to his work with Fortitude Wealth Management LLC, Mark Steven Dossa is also a licensed insurance agent.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
05/22/2019 - Present
Fortitude Wealth Management LLC (San Ramon CA)
CA
08/17/2004 - 12/02/2013
CENTARA CAPITAL SECURITIES, INC. (WALNUT CREEK CA)
NV
05/01/2001 - 12/02/2002
FINANCIAL WEST GROUP (RENO NV)
IA
07/08/1998 - 05/30/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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