Unclaimed
Mark Zigman is a financial advisor at Commonwealth Financial Network in Great Neck, New York. Mark has been in the financial services industry since 1998. Mark has experience working with high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Mark is registered to provide investment advisory services in New York. Mark is also registered to provide securities brokerage services in Arizona, California, Connecticut, District of Columbia, Florida, New Jersey, New York, and Pennsylvania.
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.
1
2
NY
06/29/2021 - Present
Commonwealth Financial Network (Great Neck NY)
NY
05/14/2008 - 10/16/2017
NATIONAL PLANNING CORPORATION (GREAT NECK NY)
NY
10/01/1999 - 01/26/2000
GLENN MICHAEL FINANCIAL, INC. (MELVILLE NY)
FL
08/26/1991 - 10/01/1999
F.S.G. FINANCIAL SERVICES GROUP, INC. (MIAMI BEACH FL)
NA
04/17/1990 - 07/29/1991
FIRST CHOICE SECURITIES CORP.
NA
03/20/1990 - 05/01/1990
WELLSHIRE SECURITIES, INC.
IA
Issued 10/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Zigman is the right advisor for you? Invested Better is here to help.