Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Friedman is an investment advisor with over 24 years of experience in the financial services industry. Mark is registered as an investment advisor representative with Osaic Wealth, Inc. and holds FINRA Series 7, 6, and 66 licenses, as well as a Series 65 license. Previously, Mark was affiliated with Securities America, Inc. in Englewood, FL, and Invest Financial Corporation in Eastpoint, FL. Mark also has a CPA designation and is a partner with Fisher & Friedman, PA, providing tax preparation and accounting services. Mark provides a range of services including financial planning, pension consulting, and portfolio management for individuals, businesses and pooled investment vehicles.
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.
A percentage of the total value of assets under management is charged.
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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (ENGLEWOOD FL)
FL
01/02/2018 - 06/14/2024
SECURITIES AMERICA, INC. (ENGLEWOOD FL)
FL
05/19/2010 - 01/08/2018
INVEST FINANCIAL CORPORATION (EAST POINT FL)
FL
04/10/2007 - 05/17/2010
TRIAD ADVISORS, INC. (EASTPOINT FL)
GA
08/22/2003 - 03/13/2006
TRIAD ADVISORS, INC. (ATLANTA GA)
TN
09/06/2001 - 04/04/2003
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
01/31/2001 - 08/31/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
04/13/1994 - 01/27/1995
SUN INVESTMENT SERVICES COMPANY
NA
10/29/1990 - 01/14/1993
GUARDIAN INVESTOR SERVICES CORPORATION
NA
07/09/1990 - 11/06/1990
EQUICO SECURITIES, INC.
NA
07/09/1990 - 11/06/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 05/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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