Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Samuel Blumberg is a financial advisor registered with the state of New York, working with Blumberg B+v Advisors, LLC. Mark has been in the industry since 1986. Mark is a licensed investment advisor with over 30 years of experience. Mark is registered to provide advisory services to 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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
10/07/2021 - Present
Blumberg B+v Advisors, LLC (RYE NY)
NY
01/02/2008 - 04/06/2010
NEWEDGE USA, LLC (NEW YORK NY)
NY
11/29/2005 - 09/01/2008
NEWEDGE FINANCIAL INC. (NEW YORK NY)
NY
06/16/1994 - 10/31/2005
REFCO SECURITIES, LLC (NEW YORK NY)
NA
09/23/1988 - 04/15/1991
LEHMAN SPECIAL SECURITIES INC.
NA
08/03/1987 - 04/15/1991
LEHMAN GOVERNMENT SECURITIES INC.
NY
01/09/1987 - 04/15/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/1987
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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