Mark
Rathjen
Prospect Financial Services LLC
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About this Advisor
Mark Rathjen is a financial advisor based in Melville, New York, working with Prospect Financial Services LLC. Mark has previously held positions at Leerink Swann & Co., Inc, Btig LLC, Roberts & Ryan Investments, Inc, Draper Asset Management, Lpl Financial LLC, Bridgehampton National Bank, and Prospect Financial Services LLC. Mark has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Mark is part of Prospect Financial Services LLC, which operates out of Melville, New York. The firm has 1 office and 11 employees. The firm manages assets totaling $300.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Prospect Financial Services LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prospect Financial Services LLC Brokerage Details
$300,770,103
11
1,064
$282,679
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Mark Rathjen Work History
Lpl Financial LLC
Prospect Financial Services LLC
Roberts & Ryan Investments, Inc
Lpl Financial LLC
Bridgehampton National Bank
Btig LLC
Draper Asset Management
Leerink Swann & Co., Inc
Disclosures
Please visit the SEC profile of Mark Rathjen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prospect Financial Services LLC
Melville, NY
Melville, NY
Melville, NY
Melville, NY
Melville, NY
Melville, NY
Melville, NY
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