Mark Weiderman (CRD# 2074035) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 33 years of experience in the finance industry.
CRD# 6491551
Quantum Financial Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Manchester Financial, Inc. | Westlake Village, CA | Feb 2015 - Current | 9 |
| Ubs Financial Services Inc. | Westlake Village, CA | Oct 2014 - Feb 2015 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills, CA | Oct 2013 - Oct 2014 | 1 |
| Bank Of America, N.a. | Beverly Hills, CA | Oct 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1990 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- CA
- TX
-
Total Assets Under Management855MILLIONS
-
Total Number of Accounts2,304ACCOUNTS
-
Average Account Value$370,915
- A percentage of assets under your management
- Hourly charges
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, ID, NC, NH, NV, NY, OR, TN, TX, UT, WA
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