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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 Rizvi is a financial advisor at Kovitz Investment Group Partners, LLC in Scottsdale, Arizona. Mark has been in the industry since 2012 and holds a Series 65 license. Mark specializes in providing financial planning, investment management, and other advisory services to a wide range of clients, including individuals, families, businesses, and institutions. Mark is a Certified Financial Planner and has a deep understanding of the financial markets and the needs of his clients. Mark is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive 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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
AZ
01/27/2025 - Present
Kovitz Investment Group Partners, LLC (Scottsdale AZ)
IA
Issued 04/25/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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