Verified
Mark Fleksher is a financial advisor with almost 30 years of experience in the industry. Mark currently works for PWG and LPL. Mark has a wide range of experience in financial planning, investment management, and insurance. Mark is committed to providing personalized financial advice to help clients reach their financial goals, needs and desires with a niche in retirement income as well as using IRS 1031 for clients selling real estate.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
12/06/2024 - Present
LPL (Franklin Lakes NJ)
NJ
09/30/2004 - 06/14/2024
SECURITIES AMERICA, INC. (KINNELON NJ)
NY
05/03/1999 - 10/15/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
11/06/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CT
02/07/1996 - 11/09/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 08/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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