Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Saferstein is an advisor at Ameritas Advisory Services, LLC. Mark has been in the financial services industry since 1984. Mark holds the Series 7, Series 6, Series 22, Series 39, and Series 63 licenses. Mark's registrations are active in Arizona, California, Colorado, Florida, Iowa, Kansas, Missouri, Nebraska, New York, Texas, Vermont, Virginia, and Washington. Mark specializes in providing financial planning and portfolio management services to individuals, businesses, pension and profit-sharing plans, and charitable organizations. Mark is also licensed as an independent insurance agent to sell fixed insurance products through Central Financial Services.
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.
Solicitor fees
1
2
NE
11/01/2021 - Present
Ameritas Advisory Services, LLC (OMAHA NE)
IN
05/30/1996 - 02/05/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/30/1996 - 02/05/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
01/19/1989 - 05/28/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/19/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
12/09/1985 - 01/13/1988
MARK D. SAFERSTEIN SECURITIES
NA
05/14/1983 - 10/16/1985
REAL ESTATE SECURITIES CORPORATION OF AMERICA
BC
Issued 12/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/20/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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