Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edward Amberg is a registered Investment Advisor Representative. Mark is associated with Verdence Capital Advisors, LLC. Mark has been in the industry since 1994. Mark has passed the Series 63, Series 65, Series 7 and Series 31 exams and holds the Certified Financial Planner designation. Mark has worked at several other firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Mark has a history of working with high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Consulting
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.
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VA
06/18/2023 - Present
Verdence Capital Advisors, LLC (Alexandria VA)
VA
03/11/2011 - 06/20/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALEXANDRIA VA)
VA
06/01/2009 - 03/23/2011
MORGAN STANLEY SMITH BARNEY (ALEXANDRIA VA)
VA
05/23/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALEXANDRIA VA)
MA
08/10/1994 - 03/28/1995
MOORS & CABOT, INC. (BOSTON MA)
IA
Issued 06/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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