Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Jay Sonnenblick is a financial professional with over 40 years of experience in the industry. Mark is currently registered with LPL Financial LLC. Mark specializes in providing financial advice to high-net-worth individuals, corporations, and pension and profit-sharing plans. Mark also provides consulting and other non-discretionary advisory services. Prior to joining LPL Financial LLC, Mark was employed at CADARET, GRANT & CO., INC. and BNL SECURITIES INC. Mark is a licensed representative in multiple states and holds Series 6, 7, 24, and 63 licenses. Mark's expertise includes financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
1
2
FL
03/20/2023 - Present
LPL Financial LLC (SPRING HILL FL)
NY
11/15/1988 - 03/23/2023
CADARET, GRANT & CO., INC. (MOUNT SINAI NY)
NA
10/28/1988 - 11/21/1988
BNL SECURITIES INC.
NA
01/05/1988 - 11/16/1988
FOCUS SECURITIES, INC.
NA
06/19/1987 - 01/11/1988
MONARCH INVESTMENTS INC.
NA
06/02/1987 - 06/24/1987
EXETER SECURITIES CORPORATION
NA
11/18/1982 - 06/16/1987
MONY SECURITIES CORP.
BC
Issued 11/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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