Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edelman is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Mark is a registered representative in Texas and holds several licenses, including Series 7, Series 63, Series 65, and Series 24. Mark has over 15 years of experience in the financial services industry and specializes in providing financial planning and investment advice to individuals, families, and businesses. Mark is committed to providing his clients with personalized, professional, and ethical service.
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.
Solicitation fees from 3rd party money managers
1
2
TX
12/08/2022 - Present
Cambridge Investment Research Advisors, Inc. (Houston TX)
TX
01/09/2008 - 12/09/2022
CANTELLA & CO., INC. (HOUSTON TX)
IA
Issued 11/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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