Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark David Fried is a financial advisor with over 30 years of experience in the financial services industry. Mark is currently registered as an Investment Advisor Representative with Merit Financial Advisors, a firm with over $7 billion in assets under management. Mark is a highly experienced advisor, having held previous positions with firms such as Equico Securities, Inc., The Equitable Life Assurance Society of the United States, and American Securities BD Co., L.P. Mark has a strong track record of success in providing financial advice to individuals, families, and businesses. Mark has experience in providing a wide range of financial services including financial planning, portfolio management, and insurance services. Mark is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Consulting fees
1
2
PA
04/03/2023 - Present
Merit Financial Advisors (Newtown PA)
NY
12/02/1994 - 12/06/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/02/1994 - 12/06/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
04/26/1993 - 11/21/1994
AMERICAN SECURITIES BD CO., L.P. (NEW YORK NY)
NA
05/22/1990 - 05/16/1991
W.H. NEWBOLD'S SON & CO., INC.
IA
Issued 01/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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