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Mark S. Weber has been a Series 7 registered representative since 1988.  Subsequent to his tenure at Price Waterhouse, Mark was Director of Financial Planning Operations for the New England Financial Advisors division of New England Life.  Mark has continued to provide comprehensive and segmented financial planning services to clients since returning to public accounting in 1989.  These financial planning services include the following:

 

  • Risk management planning
  • Retirement planning
  • College planning
  • Cash flow planning and budgeting
  • Estate planning
  • Income tax planning
  • Investment planning

 

In the investment arena, Mark is able to provide fee-for-service asset management services, as well as commission-based investment alternatives.  Mark's Series 7 license is maintained through Commonwealth Financial Network Member FINRA/SIPC.  Commonwealth Financial Network has been named Broker-Dealer of the Year an unprecedented nine times by Investment Adviser magazine.  Commonwealth's array of financial services and accounts are carried by National Financial Services LLC, Member NYSE/SIPC.

 

Contact Information

Mark S. Weber
900C Lake Street
Ramsey, NJ 07446
(201) 327-0400

mweber@cfnmail.com

 

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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.  Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

 

Send mail to terri@webershapiro.com with questions or comments about this web site.
Last modified: 06/01/07