Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Freilich is a financial advisor with LPL Financial LLC, a registered investment advisor. Mark has been in the financial services industry since 1998. Mark is licensed in multiple states to offer investment advice. Mark provides financial planning, portfolio management, and consulting services to clients. Mark's firm, LPL Financial LLC, has been in business since 1988 and is one of the largest independent broker-dealers in the United States. LPL Financial LLC has a long history of providing financial services to individuals, families, and businesses.
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
PA
04/22/2015 - Present
LPL Financial LLC (COLLEGEVILLE PA)
PA
09/15/1998 - 05/29/2009
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
IA
Issued 09/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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