Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lebovic is a financial professional with over 40 years of experience in the industry. Mark is registered with Kovack Advisors, Inc. and holds a Series 66 license. Mark's previous employers include AIG Financial Advisors, Inc., Sentra Securities Corporation, Allmerica Investments, Inc., W.S. Griffith & Co., Inc., Home Life Insurance Company, Global Capital Securities, Inc., and SMA Equities, Inc. Mark has experience with high-net-worth individuals, corporations, and pension and profit-sharing plans. Mark is a Chartered Financial Consultant.
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.
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.
1
2
FL
08/31/2021 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
NY
10/31/2005 - 12/31/2006
AIG FINANCIAL ADVISORS, INC. (COMMACK NY)
AZ
06/01/1998 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
MA
08/07/1991 - 06/03/1998
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
CT
07/01/1982 - 07/18/1991
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
08/31/1979 - 07/18/1991
HOME LIFE INSURANCE COMPANY
NA
06/05/1987 - 11/28/1989
GLOBAL CAPITAL SECURITIES, INC.
NA
04/03/1975 - 06/12/1987
SMA EQUITIES, INC.
BOTH
Issued 02/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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