Mark Tenenbaum (CRD# 6742258) is an Investment Advisor Representative working at Wealthcare Investment Partners LLC in Portsmouth, RI and has over 5 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 836683
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services, LLC | Portsmouth, RI | Jul 2018 - Current | 5 |
| Wealthcare Investment Partners LLC | Portsmouth, RI | Jun 2018 - Current | 5 |
| Lpl Financial LLC | Portsmouth, RI | Dec 2016 - Jul 2018 | 1 |
| University Of Rhode Island | Kingston, RI | Sep 2014 - Mar 2018 | 3 |
| Preservation Society Of Newport County | Newport, RI | May 2015 - Dec 2016 | 1 |
| Uri Music Department | Kingston, RI | Jan 2016 - Jun 2016 | < 1 |
| Barrington Dental Lab Inc. | Warren, RI | May 2014 - Aug 2015 | 1 |
| The Bit Players | Newport, RI | Jun 2012 - Aug 2015 | 3 |
| Unemployed | Rhode Island, RI | May 2014 - Sep 2014 | < 1 |
| Portsmouth Public School System | Portsmouth, RI | Sep 2002 - May 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- RI
-
Total Assets Under Management560MILLIONS
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Total Number of Accounts2,652ACCOUNTS
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Average Account Value$211,184
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, CT, FL, LA, MA, ME, NH, NY, RI, SC, TX
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