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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 Flannery is a financial advisor with Grove Point Advisors, LLC. Mark has been in the financial industry since 1990. Mark holds the Series 6, 7, and SIE licenses and is a Certified Financial Planner. Mark's previous employers include Minnesota Mutual Life, H. Beck, Inc., First Financial Equity Corporation, Source Securities, Inc., and Financial Guidance Inc. Mark has been registered with the State of Minnesota since 1995 and currently has 11 active state registrations. Mark's specializations include portfolio management for businesses, portfolio management for individuals, pension consulting, selection of other advisors, and educational seminars. Mark's other business activities include serving as an independent contractor for the Pinnacle Group and Diversified Brokerage Services. Mark is a partial owner of Wealth Guidance, Inc. and Flannery Holdings, LLC.
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.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
MN
12/03/1993 - 01/20/1995
MIMLIC SALES CORPORATION (ST. PAUL MN)
MD
09/17/1992 - 12/02/1993
H. BECK, INC. (ROCKVILLE MD)
NA
01/22/1988 - 08/09/1988
FIRST FINANCIAL EQUITY CORPORATION
NA
05/30/1986 - 02/18/1988
SOURCE SECURITIES, INC.
BC
Issued 09/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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