Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lichtenfeld is a financial advisor with over 20 years of experience in the financial services industry. Mark is currently registered with Transcend Capital Advisors, LLC, and is a registered investment advisor in New Jersey. Prior to joining Transcend Capital Advisors, LLC, Mark worked as a financial advisor at Purshe Kaplan Sterling Investments, UBS Financial Services Inc., Citigroup Global Markets Inc., RBC Dain Rauscher Inc., Tucker Anthony Incorporated and Prudential Securities Incorporated. Mark is also a Series 3, 7, 31 and 65 licensed advisor. Mark specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Mark's firm, Transcend Capital Advisors, LLC, manages over $2.85 billion in assets.
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.
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.
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NJ
01/14/2019 - Present
Transcend Capital Advisors, LLC (MADISON NJ)
NJ
01/09/2019 - 03/27/2020
PURSHE KAPLAN STERLING INVESTMENTS (Short Hills NJ)
NJ
02/13/2009 - 01/21/2019
UBS FINANCIAL SERVICES INC. (FLORHAM PARK NJ)
NJ
01/13/2006 - 03/09/2009
CITIGROUP GLOBAL MARKETS INC. (MORRISTOWN NJ)
NY
03/09/2002 - 01/27/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
12/12/1997 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
08/13/1996 - 12/15/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1996
Series 3 - National Commodity Futures Examination
BC
Issued 08/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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