Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Waldman is an active financial advisor with over 40 years of experience in the industry. Mark has been associated with Cambridge Investment Research Advisors, Inc. since 2024 and previously worked with Securities America, Inc. and Derand/Pennington/Bass, Inc. Mark is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
VA
01/16/2024 - Present
Cambridge Investment Research Advisors, Inc. (North Chesterfield VA)
VA
02/26/1991 - 03/04/2008
SECURITIES AMERICA, INC. (VIENNA VA)
NA
09/07/1990 - 01/25/1991
DERAND/PENNINGTON/BASS, INC.
FL
01/26/1984 - 09/05/1990
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
BC
Issued 04/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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