Unclaimed
Mark Adam Friedrich is an investment advisor representative who has been in the industry since 1993. Mark is currently registered with IC Advisory Services, Inc. and has previously been registered with Investacorp, Inc., Linsco/Private Ledger Corp., American Express Financial Advisors Inc., IDS Life Insurance Company, and Pruco Securities Corporation. Mark is licensed to provide investment advice in Connecticut, Florida, Georgia, Maryland, Montana, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and West Virginia. Mark also provides independent insurance agency services for various companies and agencies, as well as mortgage refinancing services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
11/16/2021 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
FL
12/01/1997 - 06/10/2003
INVESTACORP, INC. (MIAMI FL)
SC
06/06/1997 - 12/11/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
05/25/1995 - 06/17/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/25/1995 - 06/17/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
07/21/1993 - 06/02/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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