Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Makram Sadek is a financial advisor with over 20 years of experience in the industry. Mark is currently registered with LPL Financial LLC and has held previous positions with firms such as IFMG Securities, Inc., Chase Investment Services Corp., PRUCO Securities Corporation, Prudential Securities Incorporated, MetLife Securities Inc., and Metropolitan Life Insurance Company. Mark holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Mark specializes in financial planning, portfolio management, and other advisory 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
06/02/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
NY
05/27/2008 - 06/17/2019
LPL FINANCIAL LLC (BROOKLYN NY)
NY
11/13/2006 - 05/27/2008
IFMG SECURITIES, INC. (BROOKLYN NY)
IL
01/03/2003 - 07/12/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NJ
08/20/2001 - 04/09/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
10/02/2000 - 08/06/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MA
01/02/2000 - 08/17/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/02/2000 - 08/17/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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