Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Levitch is a financial advisor at IBN Financial Services, Inc.. Mark is a registered representative and investment advisor representative. Mark has been in the financial industry since 2011 and has a Series 7, Series 63, Series 65, and SIE. Mark is registered in Florida, New Jersey, and New York. IBN Financial Services, Inc. is an investment advisory firm that provides financial planning, portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
NY
07/18/2014 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
NY
10/11/2011 - 06/11/2014
LPL FINANCIAL LLC (PLAINVIEW NY)
BC
Issued 10/25/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/06/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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