Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Howard Felder is a financial advisor with over 35 years of experience. Mark has been registered with Morgan Stanley since June 2009, having previously worked at Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Mark has a wide range of experience and holds licenses to offer a wide array of financial products and services, including financial planning, portfolio management, and retirement planning. Mark is also a member of the Board of Trustees for Second Presbyterian Church.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
04/15/2020 - Present
Morgan Stanley (Baltimore MD)
MD
12/12/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BALTIMORE MD)
NA
11/03/1987 - 01/31/1992
LEGG MASON WOOD WALKER, INCORPORATED
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
04/27/1984 - 10/31/1987
LEGG MASON WOOD WALKER, INCORPORATED
BC
Issued 12/28/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1985
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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