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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 Feldman is a financial advisor with Captrust. Mark has been in the financial services industry for 24 years and has offices in Phoenix, AZ and Raleigh, NC. Mark has a wide range of experience, including portfolio management for businesses and individuals, financial planning, and pension consulting. Mark is a Certified Financial Planner and holds Series 2, 4, 7, 24, 63 and 65 licenses. Mark is registered with the state of Arizona and Texas.
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.
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
AZ
12/15/2020 - Present
Captrust (Phoenix AZ)
AZ
05/28/2003 - 12/03/2007
INLIGN FINANCIAL, LLC (PHOENIX AZ)
BC
Issued 03/05/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2003
Series 4 - Registered Options Principal Examination
BC
Issued 02/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
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