![Mark Vroman, financial advisor Scottsdale AZ](/img/ws/profile-blank-sq.png)
Mark Vroman
CRD Number: 4475388Current Firm: United Planners' Financial Services Of America A Limited Partner
Mark Vroman (CRD# 4475388) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 22 years of experience in the finance industry. Mark Vroman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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Company Name | Location | Dates | Years |
---|---|---|---|
United Planners Financial Services | Scottsdale, AZ | Aug 2023 - Current | < 1 |
Garrison Settlements | Scottsdale, AZ | Aug 2023 - Current | < 1 |
Jcr Settlements, LLC | Scottsdale, AZ | Dec 2019 - Current | 4 |
Mark William Vroman | Oviedo, FL | Aug 2002 - Current | 21 |
American Portfolios Financial Services, Inc. | Holbrook, NY | Oct 2015 - Aug 2023 | 7 |
American Portfolios Advisors, Inc. | Holbrook, NY | Oct 2015 - Aug 2023 | 7 |
Triad Advisors, Inc. | Norcross, GA | May 2015 - Oct 2015 | < 1 |
Barr Financial Services, LLC | Winter Park, FL | May 2015 - Oct 2015 | < 1 |
Seacoast National Bank | Maitland, FL | Aug 2014 - May 2015 | < 1 |
Invest Financial Corp. | Maitland, FL | Jan 2010 - May 2015 | 5 |
Port Orange Fire Rescue | Port Orange, FL | Nov 2009 - Aug 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2002 |
- FL
- NH
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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