Mark Malcein, CLTC
Toll Free: (800) 433-1828, ext. 147
As a Financial Advisor of Kades-Margolis Corporation, Mark works with educators and their families to assist in planning their financial needs. His specialized financial services practice focuses mainly on 403(b) retirement planning and state pension counseling.
Mark provides clients with advice and products for college saving plans, individual retirement accounts and managed advisory investments. He also provides life, disability and long-term care insurance.
The Pennsylvania State Education Association (PSEA) has endorsed Kades-Margolis exclusively for its investment planning and retirement services since 1974. It is Mark’s goal to preserve and continue to build that relationship by continuing to provide excellent service.
After beginning his career with Prudential Financial, Mark joined the Kades-Margolis team in 2008. Mark is a Registered Representative and Investment Advisor Representative of GWN Securities, Inc., and independent registered broker-dealer. He is registered to provide managed advisory services and mutual funds. He is separately licensed to offer annuities and life, accident and long-term care insurance.
He also has earned the Certified in Long-Term Care (CLTC) designation. Mark’s experience with PSEA, the state pension and tax-sheltered retirement planning will help add value to your financial and retirement plan needs.