Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Jeffrey Feldman is a financial advisor who is currently registered with Bleakley Financial Group, LLC. Mark has over 20 years of experience in the financial services industry. Mark is also a Certified Financial Planner. Mark is registered with the following states: Colorado, Connecticut, Florida, Georgia, Indiana, Maine, Massachusetts, New Jersey, New York, Ohio, Pennsylvania, Texas, and Virginia. Mark has been a registered representative with LPL Financial LLC since 2015. Mark previously worked with Northwestern Mutual Investment Services, LLC. Mark is a registered investment advisor with Bleakley Financial Group, LLC, an independent investment advisor firm. Mark offers investment advisory services through Bleakley Financial Group, LLC, which is separate from and independent of LPL Financial.
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.
Non-investment consulting/implementation 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.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/01/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NJ
06/07/2001 - 02/26/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
WI
06/07/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
01/15/1988 - 07/20/1989
PRUCO SECURITIES CORPORATION
BOTH
Issued 09/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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