Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Bogdon is a financial professional with over 20 years of experience in the financial services industry. Mark is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Pennington, New Jersey. Mark also holds a series of licenses, including Series 7, 24, 52TO, 53, and 66. Mark has previously worked with Equitable Advisors, LLC and Pruco Securities Corporation. Mark specializes in providing investment advice to individuals, businesses, corporations, investment companies, insurance companies, pension and profit sharing plans, and state or municipal government entities. Mark is also a registered investment advisor in the state of New Jersey.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
03/08/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NJ
06/01/2000 - 04/05/2022
EQUITABLE ADVISORS, LLC (EDISON NJ)
NJ
05/03/1999 - 04/27/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/08/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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