Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alan Katzoff is an Investment Advisor Representative with Janney Montgomery Scott LLC and has been in the financial services industry since 1984. Mark is registered with the Securities and Exchange Commission (SEC) and is licensed to provide financial advice in various states across the U.S. Mark has extensive experience in investment advisory services and has provided investment advice to a range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
03/27/2017 - Present
Janney Montgomery Scott LLC (New Hope PA)
PA
02/21/2006 - 09/26/2008
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
DE
02/02/1996 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (GREENVILLE DE)
NY
01/06/1992 - 02/08/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
PA
04/08/1991 - 01/16/1992
OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD. (BADEN PA)
MN
12/10/1990 - 02/26/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/10/1990 - 02/26/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
02/12/1990 - 12/21/1990
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
03/03/1988 - 02/14/1990
ISLAND PLANNING CORP. OF AMERICA
NA
10/26/1984 - 03/10/1988
FIRST ATLANTIC INVESTMENT CORP.
IA
Issued 04/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/22/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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