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 Feld is a financial advisor with Principal Securities, Inc. Mark has been a registered representative since February 2012. Mark has a wide range of experience in the financial services industry and holds several licenses and certifications including Series 6, 7, 24, 52TO and 66. Mark has also worked with VOYA Financial Advisors, Inc. and ING Financial Advisers, LLC. Mark specializes in Financial Planning, Pension Consulting, and Portfolio Management for both individuals and businesses.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
06/07/2021 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
10/23/2013 - 03/20/2015
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
02/13/2012 - 11/01/2013
ING FINANCIAL ADVISERS, LLC (DES MOINES IA)
BOTH
Issued 06/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2020
Series 24 - General Securities Principal Examination
BC
Issued 03/25/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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