Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Freiberg is a financial advisor with over 38 years of experience in the industry. Mark is currently registered with UBS Financial Services Inc. and is licensed to provide investment advice in New York and Texas. Previously, Mark was employed with WELLS FARGO ADVISORS, LLC and ADVEST, INC. Mark has a broad range of experience in the financial services industry, including providing investment advice to individuals, businesses, and institutional clients. Mark is committed to providing personalized financial advice to help clients achieve their financial goals.
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
NY
03/01/2016 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
11/03/2005 - 03/03/2016
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
CT
10/21/1996 - 11/15/2005
ADVEST, INC. (HARTFORD CT)
NY
12/21/1983 - 10/16/1996
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 01/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
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
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