Mark Shemtob Financial Planner LLC

Mark Shemtob Financial Planner LLC (CRD# 160571) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Mark Shemtob Financial Planner LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark Shemtob
CRD#: 6019079
Denville, NJ
90
Wealthminder
score

Mark Shemtob (CRD# 6019079) is an Investment Advisor Representative working at Mark Shemtob Financial Planner LLC in Denville, NJ and has 1 year of experience in the finance industry. Mark Shemtob 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.

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