Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Berez is a financial advisor with over 20 years of experience in the industry. Mark is currently registered with Morgan Stanley. Mark has a wide range of experience in the financial industry, having previously worked at Citigroup Global Markets Inc. and Safra Securities Corporation. Mark holds a Series 7, Series 31, Series 63, and SIE license. Mark specializes in providing investment advice to individuals, families, and businesses. Mark has a commitment to helping clients achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/14/2020 - Present
Morgan Stanley (New York NY)
NY
12/21/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/17/2000 - 01/01/2001
SAFRA SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mark Berez is the right advisor for you? Invested Better is here to help.
