Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Jonathan Mahshie is a registered investment advisor representative with IBN Financial Services, Inc. Mark is licensed in New York and Texas, and has been working in the financial services industry since 1982. Mark has held previous positions with MML Investors Services, LLC, Massachusetts Mutual Life Insurance Company, Cadaret, Grant & Co., Inc., and Nathan & Lewis Securities, Inc. Mark is also a registered principal and has passed the General Securities Principal Examination, the Uniform Investment Adviser Law Examination, and the Uniform Securities Agent State Law Examination. Mark specializes in financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
NY
02/19/2021 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
NY
11/10/1982 - 02/23/2021
MML INVESTORS SERVICES, LLC (LIVERPOOL NY)
NA
04/19/1982 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
08/12/1985 - 11/25/1987
CADARET, GRANT & CO., INC.
NA
07/22/1983 - 11/19/1986
NATHAN & LEWIS SECURITIES, INC.
IA
Issued 03/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/30/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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