Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Oberlander is a financial advisor registered with Madison Avenue Securities, LLC. Mark has been working in the industry since 2008. Mark has a wide range of experience with several firms including MML Investors Services, LLC, MSI Financial Services, Inc., MetLife Investors Distribution Company, New England Securities, Tower Square Securities, Inc. and Walnut Street Securities, Inc.. Mark specializes in financial planning, pension consulting, and selection of other advisors.
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.
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
09/08/2022 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
MA
03/25/2017 - 09/19/2022
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
FL
06/11/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TAMPA FL)
NY
01/07/2016 - 07/08/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NJ
02/10/2009 - 08/08/2011
NEW ENGLAND SECURITIES (SOMERSET NJ)
NJ
02/10/2009 - 08/08/2011
TOWER SQUARE SECURITIES, INC. (SOMERSET NJ)
NJ
02/10/2009 - 08/08/2011
WALNUT STREET SECURITIES, INC. (SOMERSET NJ)
BC
Issued 12/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2010
Series 4 - Registered Options Principal Examination
BC
Issued 08/17/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 08/07/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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