Mark William Bloss
Professional Summary
Mark William Bloss was a registered financial advisor. Mark was a previously registered financial professional and started their career in finance 1982 - 2014. Mark had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 2, Series 1, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
50 years in the financial services industry
Current & Past Employments
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Current Firm
INTEGRITY INVESTMENTS, INC.
Contact Information
Main Address
333 S Tamiami Trail Suite 388, Venice, FL 34285Mailing Address
333 S Tamiami Trail Suite 388, Venice, FL 34285Phone Number
(941) 484-4000Established
Florida since 09/08/1992Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (5 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Jun 1993Series 1 — Registered Representative Examination
Passed Jun 1976Series 26 — Investment Company Products/Variable Contracts Principal Examination
Passed May 1987About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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