Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anthony Ferdi is an investment advisor representative who has been in the industry since July 8, 2019. Mark is registered in 13 states and is currently employed by J.Derek Lewis & Associates, Inc. Mark has experience providing investment advice to a wide range of clients, including high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Mark is also a business consultant at Astro Pak, a part-time position.
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.
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.
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2
CA
08/26/2021 - Present
J.derek Lewis & Associates, Inc. (NEWPORT BEACH CA)
BOTH
Issued 08/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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