Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Menahem is a financial advisor with Equitable Advisors, LLC. Mark has been working in the financial industry since August 25, 2013. Mark offers a variety of services to clients, including financial planning, portfolio management, and selection of other advisors. Mark is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority (FINRA). Mark is also registered with the state of Alabama, Arizona, California, Florida, Michigan, North Carolina, Ohio, Pennsylvania and Wisconsin.
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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2
FL
06/26/2023 - Present
Equitable Advisors, LLC (ORLANDO FL)
FL
10/01/2014 - 03/31/2021
ALLSTATE FINANCIAL SERVICES, LLC (COCOA FL)
OH
06/12/2013 - 07/17/2014
W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)
IA
Issued 09/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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