Mark Cfs Email & Phone Number
President and Owner Financial Advisor @ Legacy Wealth Advisors of NY
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Mark Cfs Location
- New York, United States
Mark Cfs Work
- 2017 -now President and Owner Financial Advisor @
- 2008 -2017 Financial Advisor @ The Voss Group
- 1999 -2016 Financial Services Representative @ MetLife Premier Client Group of Upstate NY
- 2004 -2011 Sr. Managing Associate @ New England Financial
Mark Cfs Education
- The American College of Financial Services
Certified Family Business Specialist (CFBS) (Financial Planning and Services)
2018-2018 - LEAD NY - Cornell University
LeadNY Class 15
2013-2015 - Gordon College
BA (Soccer, LaVida)
1992-1995 - Corporation for Long Term Care
Certified Long Term Care (CLTC)
- Fi360, Inc.
Accredited Investment Fiduciary (AIF)
- Gordon College
- Institute of Business and Finance
Certified Funds Specialist (CFS)
Mark Cfs Summary
- Mark Cfs, based in New York, United States, is currently a President and Owner Financial Advisor at Legacy Wealth Advisors of NY. Mark Cfs brings experience from previous roles at The Voss Group, MetLife Premier Client Group of Upstate NY and New England Financial. Mark Cfs holds a 2018 - 2018 Certified Family Business Specialist (CFBS) in Financial Planning and Services @ The American College of Financial Services. Mark Cfs has 5 emails and 5 mobile phone numbers on RocketReach.
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