Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Herman is a financial advisor with Acorn Financial Advisory Services, Inc. in Alexandria, VA. Mark has over 20 years of experience in the financial services industry. Mark is registered with the state of Virginia and Colorado and is licensed to sell securities and provide investment advice. Mark offers a range of financial services, including portfolio management, financial planning, and retirement planning. Mark has a strong track record of success in helping clients 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.
Subadvisory portfolio management services other registered investment advisers
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.
A percentage of assets managed via a subadvisory arrangement
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2
VA
03/19/2019 - Present
Acorn Financial Advisory Services, Inc. (Alexandria VA)
NJ
07/18/2006 - 06/15/2007
KNIGHT EQUITY MARKETS, L.P. (JERSEY CITY NJ)
NJ
06/12/2006 - 06/15/2007
DIRECT TRADING INSTITUTIONAL, L.P. (JERSEY CITY NJ)
CO
09/22/1998 - 05/19/2006
WM SMITH SECURITIES INCORPORATED (DENVER CO)
FL
07/17/1996 - 06/20/1997
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
IA
Issued 06/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/04/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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