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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Harold Bergsohn is a financial advisor with The Colony Group, LLC, and is registered as an Investment Advisor Representative (IAR) in California and Illinois. Mark has been in the financial industry for over 9 years, with experience at various firms including InterOcean Capital, LLC and Northern Illinois University. Mark holds the Series 65 designation and earned the prestigious Chartered Financial Analyst designation. Mark specializes in a wide range of financial planning services including portfolio management for individuals, businesses and pooled investment vehicles, pension consulting, tax preparation and financial planning.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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CA
05/01/2024 - Present
THE Colony Group, LLC (Glendale CA)
IA
Issued 04/21/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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