Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Rabinovich is a financial professional with over 15 years of experience in the financial services industry. Mark has a Series 63, 65 and 7 licenses. Mark is a Certified Financial Planner (CFP®). Mark is currently registered with Calamos Wealth Management LLC and has held previous positions with NEUBERGER BERMAN BD LLC and CITIGROUP GLOBAL MARKETS INC. Mark is registered in Illinois and New York. Mark specializes in providing financial planning, portfolio management, and asset allocation services to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Mark has a broad understanding of financial products and strategies.
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.
Personalized portfolio management to meet individual financial objectives.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
IL
02/01/2021 - Present
Calamos Wealth Management LLC (NAPERVILLE IL)
NY
09/07/2004 - 07/18/2018
NEUBERGER BERMAN BD LLC (NEW YORK NY)
NY
03/25/2004 - 09/02/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 11/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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