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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Greenberg is a financial advisor who is currently registered with Osaic FA, Inc. in El Segundo, CA. Mark has been working in the financial industry since 1983. Mark is a Series 63, SIE, and Series 2 licensed advisor. Mark is also registered in California, Connecticut, New Mexico, New York, and Utah. Mark has experience working with high net worth individuals, corporations or other businesses, individuals other than high net worth, pension and profit sharing plans, and charitable organizations. Mark is committed to providing comprehensive financial advice to clients.
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.
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.
Retirement plan consulting services provided on a limited basis.
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
CA
02/02/1999 - Present
Osaic FA, Inc. (EL SEGUNDO CA)
IN
02/02/1999 - 04/28/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
10/15/1993 - 01/11/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
05/07/1988 - 10/10/1988
EQUICO SECURITIES, INC.
NA
05/07/1988 - 10/10/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 01/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1972
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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