Mark Feldman
- Role
- Senior Financial Representative, Principal Securities Registered Representative, Investment Advisor at Principal Financial Group
- Location
- Canton, MA, US
- LinkedIn followers
- 500 followers
About Mark Feldman
Seeking ways to help achieve financial success? I can assist with personal and business strategies targeted to help achieve your goals. Mark has over 15 years in the industry and services clients throughout New England with a focus on helping small to medium sized businesses along with individuals and families build a successful financial future. Mark\'s services encompass many areas of financial and insurance services including investment management services, retirement planning, risk management strategies and estate planning related to small to medium sized businesses EDUCATION & CREDENTIALS Mark has his FINRA Series 6, 63 and 65 securities registrations, as well as his Life and Health Insurance license. INTERESTS: Mark, his wife and their little doggy Mia live in Canton, Massachusetts and their two adult daughters live nearby. In his spare time, Mark enjoys listening to and playing Jazz on the upright bass, reading history and nautical stories and saltwater fishing. Mark Feldman is not eligible to offer securities and insurance products in all states. This site is not a solicitation of interest in any of these products or services in any state which the registered representative is not properly licensed. Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities offered through Principal Securities, Inc, 800/24•••37, Member SIPC. Principal National, Principal Life, the Preferred Product Network, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Mark Feldman, Principal National and Principal Life Financial Representative. Principal Securities Registered Representative, Investment Advisor Representative.
Experience
Senior Financial Representative, Principal Securities Registered Representative, Investment Advisor
Sep 2014 — Present · Canton, MA, US
Skills
- Insurance
- Series 6, 63 Registrations
- Term Life Insurance
- Asset Allocation Analysis
- Informal Business Valuation
- Tax-Deferred Savings
- Small Business
- Executive Benefits Strategies
- Retirement Account Reviews
- Annuities
- Supplemental Retirement Income
- Disability Income Insurance
- 401(K), 403(B) Sep & Simple Iras
- 529 Plans
- 403 B
- Business Continuation Strategies
- Retirement Plans
- Estate Planning Strategies
- 401k
- Wealth Accumulation
- Asset Allocation Strategies
- Financial Needs Analysis
- Iras (Roth, Traditional,)
- Current Policy Review
- Buy-Sell Review
- Whole Life Insurance
- Salary Continuation
- Deferred Compensation Plans
- Asset Allocation
- Mutual Funds
- Dental Insurance
- Fixed Annuities
- Key Person Insurance
- Retirement Planning
- College Funding Strategies
- Wellness Programs
- Pension Plans
- Survivor Income
- Universal Life Insurance
- Sales
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