Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Bronfman has been a registered representative in the financial industry for over 20 years. Mark has experience working with individuals, high-net-worth individuals, corporations, and pension and profit sharing plans. Mark offers financial planning, portfolio management for businesses and individuals, and retirement plan consulting services. Mark is currently registered with Osaic FA, Inc. in Maryland and Virginia. Mark is also registered in Alabama, California, Delaware, District of Columbia, Florida, Indiana, Massachusetts, New Jersey, New York, North Carolina, North Dakota, Ohio and Virginia.
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.
Retirement plan consulting services provided on a limited basis.
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.
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VA
08/06/2003 - Present
Osaic FA, Inc. (VIENNA VA)
IN
08/06/2003 - 05/26/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
06/06/2003 - 07/21/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 06/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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