Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Vaimberg is a financial advisor who has been in the industry since 1984. Mark is registered with the Securities and Exchange Commission (SEC) and holds a Series 7, Series 24, Series 63, and Series 79TO license. Mark has also earned the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. Mark is currently employed by Osaic Wealth, Inc., a firm that provides financial planning, portfolio management, and other investment advisory services. Mark is also a partner in Vaimberg Metelka Realty, a corporation formed for the sole purpose of signing a lease for office space. Mark is a veteran of the financial services industry with extensive experience in a variety of investment and financial products.
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.
1
2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (HAUPPAUGE NY)
NY
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (HAUPPAUGE NY)
NY
10/01/1999 - 07/17/2020
INVESTACORP, INC. (HAUPPAUGE NY)
MA
01/06/1987 - 10/27/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
12/18/1984 - 01/15/1987
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
04/10/1986 - 01/14/1987
NATHAN & LEWIS SECURITIES, INC.
BC
Issued 01/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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