Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Barenbaum is an investment advisor representative currently registered with Osaic Wealth, Inc. in Phoenix, Arizona. Mark has been working in the financial services industry since 2002 and has a broad range of experience. Mark is a registered representative in several states including Arizona, California, Colorado, Florida, and Virginia. Mark has passed the SIE, Series 6, Series 7, Series 63 and Series 65 examinations. Mark has a long history in the industry, having also worked with Woodbury Financial Services, Inc. and New England Securities. Mark works with clients who are individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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AZ
01/19/2024 - Present
Osaic Wealth, Inc. (PHOENIX AZ)
AZ
02/05/2008 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PHOENIX AZ)
AZ
06/17/2002 - 02/05/2008
NEW ENGLAND SECURITIES (PHOENIX AZ)
IA
Issued 09/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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