Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Winthrop is an Investment Advisor Representative at Winthrop Wealth. Mark is a well-established financial professional, licensed in multiple states and with a robust career in financial services spanning decades. Mark possesses comprehensive expertise in investment advisory services, financial planning, and portfolio management. Mark has extensive experience in serving a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations.
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.
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2
MA
06/10/2019 - Present
Winthrop Wealth (BOSTON MA)
NA
08/14/1990 - 07/17/1992
CANTON SECURITIES, INC.
SC
12/16/1989 - 08/20/1990
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
09/30/1986 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
03/20/1985 - 09/19/1986
TRAVELERS EQUITIES SALES, INC.
IA
Issued 01/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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