Unclaimed
Mark Betlow is an investment advisor representative associated with Hornor, Townsend & Kent, LLC. Mark has been in the industry since 1993 and has experience providing investment advice and financial planning services to individuals, corporations, and other businesses. Mark is registered in eight states including California, Florida, Illinois, New Jersey, New York, North Carolina, South Carolina, and Virginia. Mark has a Series 6 and Series 63 license as well as the SIE. Mark has previously held positions with other firms including Equity Services, Inc., Guardian Investor Services Corporation and Summit Equities, Inc.
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.
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.
Trail commissions, distribution assistance fees
1
2
NJ
05/12/2011 - Present
Hornor, Townsend & Kent, LLC (Morris Plains NJ)
NJ
08/22/1995 - 05/04/2011
EQUITY SERVICES, INC. (CEDAR KNOLLS NJ)
NY
10/25/1993 - 08/09/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
05/04/1993 - 06/18/1993
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
BC
Issued 02/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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