Unclaimed
Mark Zinman is a financial advisor with Integrity Investment Advisors, LLC. Mark has been in the financial services industry since 1986. Mark holds a Series 7 and Series 66 license and is registered with the states of New Jersey and Pennsylvania. Mark has also worked for National Planning Corporation, 1717 Capital Management Company, and Hochman & Baker Securities, Inc. Mark has a strong background in tax and accounting, working as a partner in a rental partnership, and as the president of a cellular telephone company. Mark also works for Schweons Men & Boys Clothing, Zipar Lease Financing, Integrity Partners Inc., and Integrity Tax of New Jersey Inc. Mark provides financial planning, pension consulting, and selection of other advisors. Integrity Investment Advisors, LLC focuses on providing financial advice to high-net-worth individuals, corporations, and individuals. Mark is also registered to provide investment advisory services for businesses and individuals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
07/17/2006 - Present
Integrity Investment Advisors, LLC (LANSDALE PA)
PA
09/21/2001 - 12/31/2006
NATIONAL PLANNING CORPORATION (LANSDALE PA)
DE
01/11/2001 - 09/28/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CT
06/28/2000 - 01/19/2001
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
BOTH
Issued 08/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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