Unclaimed
Mark Anastasoff is a financial advisor with over 38 years of experience in the financial services industry. Mark is a Registered Representative of Osaic Wealth, Inc. and has held numerous positions throughout his career, including roles with Securities America, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Mark holds both Series 6 and Series 7 licenses and is a Chartered Financial Consultant. Mark provides a variety of financial services to clients, including financial planning, portfolio management, and educational seminars.
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
ME
06/14/2024 - Present
Osaic Wealth, Inc. (Scarborough ME)
ME
07/25/2017 - 06/14/2024
SECURITIES AMERICA, INC. (Scarborough ME)
ME
05/13/2016 - 08/01/2017
SIGNATOR INVESTORS, INC. (SCARBOROUGH ME)
ME
02/20/1997 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SCARBOROUGH ME)
NJ
03/06/1985 - 03/10/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 06/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Anastasoff is the right advisor for you? Invested Better is here to help.