Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark McFarland is a financial professional with over 30 years of experience. Mark is currently registered with Osaic Wealth, Inc., a firm with a strong focus on providing financial planning, portfolio management, and other advisory services to a variety of clients. Mark's background includes extensive experience with various financial products and services, as well as experience working with individual clients, businesses, and institutions. Mark has earned the Series 6, Series 7, Series 63, and Series 66 licenses.
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
UT
04/27/2005 - Present
Osaic Wealth, Inc. (OGDEN UT)
NY
09/05/1990 - 09/04/1996
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
01/26/1990 - 09/07/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NY
12/01/1989 - 07/06/1990
MONY SECURITIES CORP. (NEW YORK NY)
NY
06/22/1989 - 12/05/1989
INTEGRATED RESOURCES INVESTMENT CENTERS, INC. (NEW YORK NY)
WI
10/19/1987 - 06/26/1989
ISFA CORPORATION (APPLETON WI)
BOTH
Issued 05/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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