MARKIZ WEALTH MANAGEMENT ACTIVE IA

FINRA firm 127371 · PORT WASHINGTON, NY · view on BrokerCheck ↗

Key facts

FINRA firm ID: 127371
Firm name: MARKIZ WEALTH MANAGEMENT
Other names / DBAs: MARKIZ GROUP, LLC; PORTLAND FINANCIAL ADVISORS, INC.; PORTLAND FINANCIAL ADVISORS INC; MARKIZ WEALTH MANAGEMENT
IA scope: ACTIVE
SEC IA file: 801-115289
Branches: 1
Disclosure events: No
HQ: PORT WASHINGTON, NY, United States

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