Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Weiderman is an investment advisor representative at Manchester Financial Inc. Mark has been in the industry for over 30 years, holding various positions at several financial institutions, including Merrill Lynch, UBS Financial Services Inc., and Raymond James Financial Services, Inc. Mark has a strong background in financial planning, portfolio management, and consulting services. He has extensive experience working with high-net-worth individuals, corporations, and pension plans. Mark is committed to providing personalized financial advice to help clients achieve their goals.
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.
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.
Consulting services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
02/27/2024 - Present
Manchester Financial Inc. (WESTLAKE VILLAGE CA)
CA
10/16/2014 - 03/10/2015
UBS FINANCIAL SERVICES INC. (WESTLAKE VILLAGE CA)
CA
11/05/2013 - 10/15/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
MA
02/04/2011 - 08/29/2013
PURSHE KAPLAN STERLING INVESTMENTS (NORTH ANDOVER MA)
MA
04/28/2005 - 02/08/2011
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
CT
11/17/2000 - 10/03/2003
RDM INVESTMENT SERVICES, INC. (WESTPORT CT)
FL
05/23/1997 - 02/16/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
07/30/1990 - 08/06/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2000
Series 4 - Registered Options Principal Examination
BC
Issued 03/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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