Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Theodore Kelly is a financial advisor who has been working in the industry since October 2011. Mark is currently registered with Rockwood Wealth Management, LLC. Mark is licensed in Pennsylvania and Texas. Mark has passed the Series 3 exam. Mark specializes in retirement planning, investment strategies, asset allocation, and estate planning.
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.
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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PA
01/19/2024 - Present
Rockwood Wealth Management, LLC (NEW HOPE PA)
BC
Issued 09/19/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
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