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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Vincent Mathers is a financial advisor with Beacon Pointe Advisors, LLC. Mark has been in the financial services industry for over 20 years. Prior to joining Beacon Pointe, Mark worked at Raymond James Financial Services, Inc. and Linsco/Private Ledger Corp. Mark is a Certified Financial Planner and holds the Series 6, 7, 24, 63 and 65 licenses. Mark's specializations include providing financial planning, portfolio management, and consulting services to individuals, families, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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MA
01/13/2016 - Present
Beacon Pointe Advisors, LLC (WALTHAM MA)
MA
10/17/2006 - 09/09/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)
MA
07/02/1996 - 10/20/2006
LINSCO/PRIVATE LEDGER CORP. (BOSTON MA)
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2010
Series 24 - General Securities Principal Examination
BC
Issued 12/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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