Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Karam Homsi is a financial advisor with Principal Securities, Inc. Mark has been in the industry since July 13, 2000. Mark is registered in 22 states and the District of Columbia. Mark is also a Certified Financial Planner. Mark has been with Principal Securities, Inc. since March 23, 2006. Mark's previous experience includes UBS Financial Services Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Mark's firm, Principal Securities, Inc., provides a variety of financial services to individuals, corporations, businesses, trusts, estates, and charitable organizations. Principal Securities, Inc. also provides financial planning, portfolio management, and retirement planning services. Mark is committed to providing his clients with the highest quality financial advice and services.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NJ
03/23/2006 - Present
Principal Securities, Inc. (CLIFFSIDE PK NJ)
IA
10/12/2007 - 09/23/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
NJ
01/08/2001 - 04/07/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MN
07/10/2000 - 01/03/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/10/2000 - 01/03/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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