Mark Klebanoff (CRD# 1680169) is an Investment Advisor Representative working at Western International Securities in Wantagh, NY and has over 36 years of experience in the finance industry. Mark Klebanoff 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# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Western International Securities, Inc. | Pasadena, CA | Nov 2018 - Current | 5 |
| Northeast Securities, LLC | Mitchel Field, NY | May 1996 - Dec 2018 | 22 |
| Northeast Asset Management LLC | Mitchel Field, NY | May 2004 - Nov 2018 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1987 |
- FL
- NJ
- NY
- NC
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Total Assets Under Management3,687MILLIONS
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Total Number of Accounts12,197ACCOUNTS
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Average Account Value$302,322
- A percentage of assets under your management
- Hourly charges
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- Educational seminars/workshops
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