Mark Rabinovich (CRD# 4683265) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 19 years of experience in the finance industry. Mark Rabinovich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calamos Wealth Management LLC | Naperville, IL | Jul 2018 - Current | 5 |
| Calamos Financial Services LLC | Naperville, IL | Jul 2018 - Current | 5 |
| Neuberger Berman, LLC | New York, NY | Sep 2004 - Jul 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2004 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- IL
- NY
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Total Assets Under Management3,335MILLIONS
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Total Number of Accounts3,021ACCOUNTS
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Average Account Value$1,103,796
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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