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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 Jonathan Fuhrman is a financial advisor at Western Wealth Management LLC, a firm with offices in Golden and Castle Pines, Colorado. Mark has been in the financial industry since 1987 and has experience in financial planning, pension consulting, and portfolio management. Mark holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Mark is also a Chartered Financial Consultant (ChFC). He has a strong track record of working with individual and business 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.
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.
A percentage of the total value of assets under management is charged.
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CO
03/10/2017 - Present
Western Wealth Management LLC (CASTLE PINES CO)
MA
08/16/1988 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
CT
10/21/1987 - 08/24/1988
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 08/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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