Mark Vosk, CFS, ChFC

Mark Vosk, CFS, ChFC

Vice President

Phone: 770-512-5117
Fax: 770-512-5154
E-mail:

"Trustworthy, independent and objective advice, Comprehensive expertise and personal service, Leading to long lasting client relationships."

 

Since 1997, Mark has had an accomplished career in the financial planning industry working extensively with clients in all realms of investment and financial advisory services. Committed to establishing long-term relationships with his clients, Mark strives to provide a level of service that is unsurpassed in the industry.

As Vice President of National Financial Services Group (NFSG), Mark has received numerous awards and acknowledgements including his standing as a lifetime President’s Club member and a Star Performance Award recipient. Mark was a member of the Premier Producers Group (PPG) through 2009 and earned an appointment to the prestigious Chairman’s Club in 2006 and 2008*. Most recently Atlanta Magazine named Mark a Five Star Wealth Manager for 2011**.

Mark earned the Certified Fund Specialist (CFS) designation from the Institute of Business and Finance (1998) as well as the prominent Chartered Financial Consultant (ChFC) designation (2005). Mark holds Series 6, 7, 63, & 65 securities registrations and is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.

In early 2006, Mark was selected as NFSG’s Director of Sales Training for Mid-South enabling him to become more involved with the group’s expansion strategy. The firm aspires to be the premier financial services firm in the Southeast, and in the last six years, has expanded with offices in Alabama, Florida, North Carolina, South Carolina and Tennessee. Mark also serves on the NFSG Advisory Board and is an active tutor and mentor at the NFSG University.

A Bronx native, Mark is a graduate of Herbert H. Lehman College of the City University of New York and relocated to Atlanta in 1995. He and his wife Sally now reside in Alpharetta. In 2009 Mark became a proud grandfather to Isaac, son of his daughter Rachel and son-in-law, United States Army Sergeant Lee Pepin.

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I am licensed to sell insurance in Georgia. I am licensed to sell securities in Georgia. I cannot communicate with, or respond to requests from, people who reside in states where I am not licensed to conduct insurance or securities business.

Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., Broker/Dealer and Registered Investment Advisor Affliliate of National Life Insurance Company, Montpelier, Vermomt.  National Financial Services Group is independent of Equity Services, Inc. and National Life.

*Membership and awards are based on sales criteria.  President's Club, Premier Producer and Chairman's Council recognition are awarded by companies of the National Life Group®.  National Life Group® is a trade name of National Life Insurance Company and its affiliates.

**The list identifies less than 7% of “wealth managers” in Atlanta who were evaluated for integrity, expertise, customer service, communication, meeting client objectives and value for fees charged. Mark did not pay a fee to be included in the research or final list. Overall evaluation scores reflect an average of all respondents and may not be representative of any one client's evaluation.  This award is not indicative of the wealth manager's future performance. Mark does not use discretion in his practice or directly manage client assets The inclusion of a wealth manager on the list should not be construed as an endorsement by Crescendo Business Services or Atlanta Magazine. Working with a FIVE STAR Wealth Manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth manager will be awarded this accomplishment in the future.  For more information on the FIVE STAR Award and the research/selection methodology, go to www.fivestarprofessional.com/wmresearch.