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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 Richard Gudaitis is a financial advisor with CIBC Private Wealth Advisors, Inc. Mark has been a financial advisor since 1991. Mark holds the Series 63, Series 65 and Series 7 securities licenses. He is also a Chartered Financial Analyst. Prior to joining CIBC Private Wealth Advisors, Inc., Mark worked at Scudder Investor Services, Inc., Paine Webber Incorporated, Bear Stearns & Co. Inc., Smith Barney Shearson Inc., and Lehman Brothers Inc. Mark provides financial planning, portfolio management, and selection of other advisors services to individuals, families, trusts, and estates. Mark is registered with the state of Connecticut, Florida, Massachusetts, New Hampshire and Rhode Island.
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.
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.
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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
08/11/2021 - Present
Cibc Private Wealth Advisors, Inc. (BOSTON MA)
NY
03/03/1997 - 04/17/2000
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NJ
12/08/1995 - 02/25/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/02/1993 - 12/15/1995
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
07/31/1993 - 12/20/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
05/10/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/19/1988 - 06/26/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 03/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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