Mark Rothman, AIF

Mark Rothman, AIF

Financial Planner, Investment Advisor Representative, Registered Representative

Mark Rothman is a partner and investment specialist at Wealth Solutions of Central Florida. He is a certified AIF (Accredited Investment Fiduciary). His licensing includes – Series 6, 7, 66 and FL 2-15. Mark has 16 years of experience in the financial services industry, which includes an 11 year career with leading bank, JP Morgan Chase. Mark earned a Bachelors in Finance from the University of South Florida in 2008.

Mark’s financial expertise combined with his love for people has led him to help others with their financial planning needs. He uses an educational approach to build lifelong trusting relationships and strongly believes that the client’s best interest should be at the forefront of all decisions. He is passionate about helping his clients become highly successful and has a unique ability to find creative solutions for complex cases.

Mark and his wife, Rebecca, have been married for 12 years and reside in Plant City. They have three children, Layla, Rex and Jacob. In his spare time he enjoys cycling, golfing, running, swimming and studying apologetics. He is an active member at Plant City’s First Baptist Church as a deacon, youth leader and Vice President of the Finance Committee.

Mark Rothman is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org Wealth Solutions of Central Florida is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Address: Urban Centre One, 4830 W. Kennedy Blvd. Suite 800, Tampa, FL 33609-2557, Phone Number: (813) 637-6383

 

Phone (863) 647-3562
Fax (863) 607-9129
Mobile Phone (813) 335-0285