Unclaimed
John Mark Scioli has been in the financial services industry since 1995. John Mark is a registered representative with Lincoln Investment, a firm with over 800 employees and over 200,000 clients. Lincoln Investment specializes in financial planning, portfolio management, and selection of other advisors. John Mark also works with Capital Analysts in Getzville, NY. John Mark is a registered representative in New York and several other states, including California, Colorado, Florida, Maryland, North Carolina, Oklahoma, Pennsylvania, Tennessee, and Virginia. John Mark is also a registered investment advisor in New York. John Mark is committed to helping clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
03/25/2021 - Present
Lincoln Investment (Amherst NY)
NY
03/31/1995 - 01/03/2017
LEGEND EQUITIES CORPORATION (GETZVILLE NY)
BC
Issued 03/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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