Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Opila is a financial advisor with Advisors Capital Management, LLC. Mark has been in the industry since 1985, holding a Series 7, 24 and 63 license. He is also a Certified Financial Planner. Mark has experience in financial planning, portfolio management and pension consulting. Mark provides investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans and insurance companies.
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.
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
NJ
09/28/2006 - Present
Advisors Capital Management, LLC (RIDGEWOOD NJ)
NY
06/16/2003 - 06/23/2006
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
01/09/2003 - 06/05/2003
DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC (NEW YORK NY)
NY
02/04/2002 - 01/06/2003
DRESDNER KLEINWORT WASSERSTEIN - GRANTCHESTER, INC. (NEW YORK NY)
NY
04/02/2001 - 02/01/2002
DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC (NEW YORK NY)
NY
01/15/1990 - 01/10/2001
CHASE SECURITIES INC. (NEW YORK NY)
NA
10/30/1986 - 11/22/1988
CITICORP SECURITIES MARKETS, INC.
NA
12/19/1985 - 05/23/1986
CITICORP SECURITIES MARKETS, INC.
IA
Issued 09/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/1991
Series 24 - General Securities Principal Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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