Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Boutros is a financial advisor at Morgan Stanley with over five years of experience in the industry. Mark has a strong track record of providing investment advice to a wide range of clients, including high-net-worth individuals, families, and businesses. Mark holds both Series 7 and Series 66 licenses and has passed the Series 9 and Series 10 exams. Mark's expertise includes financial planning, portfolio management, and investment advisory services. Mark is also a partner in First Contact Film Festival. Mark is dedicated to helping clients achieve their financial goals and has the experience and knowledge to provide comprehensive financial advice.
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
NJ
08/22/2023 - Present
Morgan Stanley (Jersey City NJ)
NJ
07/17/2018 - 01/29/2019
THRIVENT INVESTMENT MANAGEMENT INC. (Manalapan NJ)
BOTH
Issued 08/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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