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 Forsberg has been in the financial industry for over 35 years, beginning his career in 1985. Mark is registered with Commonwealth Financial Network in Plymouth, Massachusetts, where he has been a registered representative since August 2015. His previous experience includes roles with INVESTACORP, INC., CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC., and NYLIFE SECURITIES INC. Mark holds the Series 6, 63, 22, and 65 licenses as well as the SIE exam. He has expertise in various areas, including fixed insurance sales, investment advice, and financial planning. Mark's firm, Commonwealth Financial Network, is a national financial services firm that provides a wide range of services to individuals, businesses, and institutions.
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.
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
MA
08/25/2015 - Present
Commonwealth Financial Network (PLYMOUTH MA)
FL
09/16/1996 - 11/05/1998
INVESTACORP, INC. (MIAMI FL)
CO
03/03/1993 - 09/11/1996
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
NY
05/17/1985 - 04/09/1991
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 08/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/16/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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