Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Dinner is an Investment Advisor Representative at ICW Holdings, LLC. Mark has been a Registered Investment Advisor since May 2022. Mark holds a Series 65 license and is registered in the state of New York. Mark’s investment practice focuses on managing investments for individuals, pooled investment vehicles, and corporations. Mark's specializations include Portfolio Management for individuals and pooled investment vehicles.
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.
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.
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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NY
05/12/2022 - Present
ICW Holdings, LLC (BROOKLYN NY)
IA
Issued 02/01/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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