Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Underwood McGahee has been working in the financial industry since 1993. Mark is a Certified Financial Planner™ professional and is currently registered with Osaic Wealth, Inc. in Virginia and Texas. Mark is a highly experienced advisor with a focus on individual and business portfolio management. Mark also provides financial planning and pension consulting services. Mark has a long history of working with clients in Virginia, specifically in the Hampton and Suffolk areas.
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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VA
06/14/2024 - Present
Osaic Wealth, Inc. (SUFFOLK VA)
VA
12/07/2012 - 06/14/2024
SECURITIES AMERICA, INC. (SUFFOLK VA)
VA
06/15/2012 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
VA
03/16/2004 - 06/18/2012
SECURIAN FINANCIAL SERVICES, INC. (NORFOLK VA)
IL
08/08/2002 - 03/02/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NC
11/19/2001 - 06/19/2002
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
FL
05/01/2000 - 11/28/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MN
07/21/1997 - 05/01/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
CA
12/01/1995 - 04/28/1999
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
NA
07/14/1992 - 04/05/1994
G. R. PHELPS & CO., INC.
TX
08/26/1991 - 06/27/1992
AMERICAN-INTERCONTINENTAL FINANCIAL SERVICES CORPORATION (WACO TX)
BC
Issued 08/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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