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 Rosenfeld is a financial advisor with over 25 years of experience. Mark is currently registered with Next Financial Group, Inc., and is licensed to provide financial advice in Arizona, Montana, Nevada, and Texas. Mark's previous employment includes 1ST GLOBAL CAPITAL CORP. Mark has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice and guidance. Mark holds a Series 7, Series 63, and Series 65 licenses and has earned the Personal Financial Specialist designation.
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.
Seminar/workshop attendance fees
1
2
AZ
03/28/2013 - Present
Next Financial Group, Inc. (SCOTTSDALE AZ)
AZ
02/24/1997 - 12/19/2006
1ST GLOBAL CAPITAL CORP. (SCOTTSDALE AZ)
IA
Issued 07/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Rosenfeld is the right advisor for you? Invested Better is here to help.
