Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark J Abramson is a financial advisor currently affiliated with UBS Financial Services Inc. located in Winter Park, Florida. Mark has over 40 years of experience in the financial services industry, and has been registered with FINRA since 1981. Mark has passed several securities licensing exams, including the Series 7, 8, 9, 10, 63 and 65. He has provided financial advice to a diverse client base, including individuals, families, businesses and charitable organizations. Mark specializes in providing a variety of financial services, including financial planning, portfolio management, and retirement planning. Mark is committed to providing clients with personalized financial advice and guidance.
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.
See schedule d - miscellaneous
1
2
FL
06/28/2010 - Present
UBS Financial Services Inc. (Winter Park FL)
FL
04/02/2007 - 10/22/2008
MORGAN STANLEY & CO. INCORPORATED (ORLANDO FL)
FL
09/08/2000 - 04/02/2007
MORGAN STANLEY DW INC. (ORLANDO FL)
NY
11/09/1992 - 09/14/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/28/1981 - 11/10/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/17/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mark Abramson is the right advisor for you? Invested Better is here to help.
