Unclaimed
Mark William Anthoine is a financial advisor with Osaic Wealth, Inc. located in Auburn, ME. Mark has been in the industry since 1990 and has a strong track record of helping individuals, families, and businesses achieve their financial goals. Mark is a licensed insurance consultant, a board member of Covenant Health and BGA Financial and a managing partner of Varney Retirement Services, LLC. Mark is also a Registered Representative with several financial firms including Sagepoint Financial, Inc. and MML Investors Services, LLC.
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
09/01/2023 - Present
Osaic Wealth, Inc. (AUBURN ME)
ME
02/23/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (AUBURN ME)
ME
03/25/2017 - 02/26/2018
MML INVESTORS SERVICES, LLC (Lewiston ME)
ME
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Lewiston ME)
ME
08/26/2010 - 01/02/2015
NEW ENGLAND SECURITIES (AUBURN ME)
ME
01/04/1999 - 09/08/2010
PROEQUITIES, INC. (AUBURN ME)
NY
02/14/1990 - 12/31/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 05/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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