Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Hurwitz is a financial advisor with over 35 years of experience in the financial industry. Currently, Mark is registered with Wells Fargo Clearing Services, LLC in Florham Park, NJ. Previously, Mark has worked for Morgan Stanley, Morgan Stanley DW Inc., UBS PaineWebber Inc. and Lehman Brothers Inc.. Mark is licensed to offer investment advice in several states and has a wide range of experience in helping clients with their financial goals. Mark's expertise includes investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors and portfolio management for businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
05/05/2017 - Present
Wells Fargo Clearing Services, LLC (FLORHAM PARK NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MORRISTOWN NJ)
NJ
02/18/2003 - 04/02/2007
MORGAN STANLEY DW INC. (MORRISTOWN NJ)
NJ
07/31/1992 - 02/26/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
08/19/1986 - 08/17/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 08/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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