Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Halby is a financial advisor associated with DLK Investment Management, LLC in Solana Beach, California. Mark has been in the industry since June 2008. Mark is a Certified Financial Planner and specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning and Educational Seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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CA
03/26/2019 - Present
DLK Investment Management, LLC (SOLANA BEACH CA)
CA
06/23/2008 - 06/19/2013
NEW ENGLAND SECURITIES (SAN DIEGO CA)
BOTH
Issued 07/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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