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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Nestrud Peters is a financial advisor currently registered with Pathstone, located in Boston, MA. Mark has been in the industry since 2002 and holds the Series 6 license. Mark has experience providing financial planning and portfolio management services to a variety of clients, including individuals, high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and pension plans. Mark is also a Chartered Financial Analyst (CFA). Mark was previously employed by Scudder Distributors, Inc. in Chicago, IL. Mark's current employment began in January 2016 with Pathstone.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
01/20/2016 - Present
Pathstone (Boston MA)
IL
03/13/2002 - 03/07/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BC
Issued 02/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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