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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lublin is an Investment Advisor Representative with Integrated Advisors Network LLC. Mark has been in the industry for over 25 years and has experience working with a variety of clients, including individuals, families, corporations, and charitable organizations. Mark has worked for multiple firms, including Keystone Capital Corporation, Cantella & Co., Inc., Citizens Investment Services Corp., Signator Investors, Inc., Essex National Securities, Inc., Pruco Securities Corporation and The Prudential Insurance Company of America.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
11/17/2016 - Present
Integrated Advisors Network LLC (West Newtown MA)
MA
06/03/2013 - 10/31/2016
KEYSTONE CAPITAL CORPORATION (WEST NEWTON MA)
MA
10/06/2004 - 06/07/2013
CANTELLA & CO., INC. (NEWTON MA)
RI
01/07/2000 - 09/09/2004
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
MA
02/17/1999 - 01/11/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
CA
09/05/1997 - 06/03/1998
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NJ
02/24/1992 - 07/28/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/24/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 11/08/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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