Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Philip Silberfarb is a financial advisor with over 50 years of experience in the industry. Mark has a strong background in comprehensive income, estate and gift tax strategic planning for high net worth clients. Mark is a Certified Financial Planner and a Chartered Financial Consultant and is affiliated with Osaic Wealth, Inc. In addition to his experience, Mark has a diverse set of credentials, including an adjunct professor position at the Financial Planning Institute of Adelphi University. Mark is also a member of the Financial Planning Association and has been a committee chair for their Community Outreach program. Mark has served clients in multiple states and has a proven track record of success in the financial services industry.
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
CA
01/19/2024 - Present
Osaic Wealth, Inc. (COSTA MESA CA)
CA
06/18/2013 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COSTA MESA CA)
CA
02/25/2011 - 05/20/2013
CENTAURUS FINANCIAL, INC. (IRVINE CA)
TX
01/03/2005 - 11/26/2010
WORTH FINANCIAL GROUP INC. (DALLAS TX)
MA
06/18/1992 - 12/31/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IL
03/22/1991 - 06/30/1992
HORWITZ & ASSOCIATES, INC. (HIGHLAND PARK IL)
VT
03/21/1988 - 01/28/1991
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
11/19/1985 - 03/30/1988
PRINCOR FINANCIAL SERVICES CORPORATION
NA
02/01/1985 - 10/21/1985
NATHAN, LEWIS & GRANT, INC.
NA
05/19/1976 - 08/22/1985
MONY SECURITIES CORP.
NA
05/19/1976 - 08/22/1985
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NA
04/17/1973 - 05/12/1976
NORTH STAR EQUITIES COMPANY
NA
11/04/1969 - 08/02/1973
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NA
11/04/1969 - 06/24/1973
MONY SALES, INC.
BC
Issued 12/14/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Silberfarb is the right advisor for you? Invested Better is here to help.
