Unclaimed
Mark Manber is a financial professional with over 30 years of experience in the financial services industry. Mark is currently registered with Investment Research Corp. Mark is a Registered Representative with the firm, and is also an Investment Adviser Representative in Texas, California, Virginia, and North Carolina. Mark has worked with a variety of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, investment companies, and charitable organizations. Mark provides a variety of services to his clients, including financial planning, portfolio management, and selection of other advisers.
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.
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.
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
TX
06/13/2017 - Present
Investment Research Corp. (KINGWOOD TX)
CA
10/27/1992 - 12/14/2007
1717 CAPITAL MANAGEMENT COMPANY (SOUTH SAN FRANCISCO CA)
AZ
12/14/1990 - 11/11/1992
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NA
09/20/1989 - 12/31/1990
DERAND/PENNINGTON/BASS, INC.
NA
05/23/1988 - 10/18/1989
MESA SECURITIES CORPORATION
NA
01/17/1986 - 05/24/1988
FIRST INVESTORS CORPORATION
IA
Issued 06/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Manber is the right advisor for you? Invested Better is here to help.