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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 Scott Gopen is a financial advisor at Cambridge Investment Research Advisors, Inc. Mark has been in the financial services industry since April 15, 1998. Mark is registered in New York and Texas, and specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and individuals. Mark has experience with National Securities Corporation and Prime Capital Services, Inc. Mark is also the owner of Premier Tax Planning LLC, which specializes in tax preparation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
01/04/2021 - Present
Cambridge Investment Research Advisors, Inc. (Great Neck NY)
NY
11/22/2013 - 01/20/2021
NATIONAL SECURITIES CORPORATION (FLUSHING NY)
NY
04/16/1998 - 11/22/2013
PRIME CAPITAL SERVICES, INC. (GREENVALE NY)
BOTH
Issued 05/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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