Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Phillips is an investment advisor representative with Lewis Asset Management. Mark has been in the financial industry since May 2004, Mark is registered with the state of New Jersey. Mark's previous experience includes working for FSC Securities Corporation. Mark has a Series 66 license, Series 53 license, Series 24 license, Series 7 license and a SIE license. Mark is also a benefits manager at Joyce Insurance Group.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
06/10/2017 - Present
Lewis Asset Management (Pittston PA)
PA
05/12/2004 - 06/19/2017
FSC SECURITIES CORPORATION (PITTSTON PA)
BOTH
Issued 08/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 06/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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