Unclaimed
Markus Bates is an investment advisor representative who is registered with the state of Florida. Markus is currently affiliated with Bates Real Estate And Financial Advisory Services. Markus has been in the industry for more than 10 years and has experience in providing financial planning and investment management services. Markus is also a registered real estate agent and provides real estate services to clients. Markus is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Real estate - suncoast
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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FL
01/01/2025 - Present
Bates Real Estate AND Financial Advisory Services (Sarasota FL)
IA
Issued 02/08/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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