Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Belcak is a financial advisor based in Bethlehem, Pennsylvania, associated with MTM Financial Group, LLC. Mark has over 15 years of experience in the financial services industry and holds Series 66, SIE, and Series 7 licenses. His current registrations include Broker/Dealer and Investment Adviser Representative in Pennsylvania. Prior to joining MTM Financial Group, LLC, Mark worked with several other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lincoln Financial Advisors Corporation, PNC Capital Markets LLC, and FAM Distributors, Inc.
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.
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
PA
01/23/2019 - Present
MTM Financial Group, LLC (BETHLEHEM PA)
NJ
08/23/2010 - 10/27/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
12/18/2008 - 06/02/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCHELLE PARK NJ)
NJ
03/30/2007 - 11/04/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
PA
08/16/2006 - 04/24/2007
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
NY
12/05/2000 - 08/30/2004
FAM DISTRIBUTORS, INC. (NEW YORK NY)
BOTH
Issued 08/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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