Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Veneroso is an investment advisor representative with Kingsview Wealth Management, LLC, a firm registered with the SEC and with offices in Woodbury, NY and Grants Pass, OR. Mario has been in the financial services industry since 2010 and has experience with a variety of clients, including high-net-worth individuals, corporations, investment companies, and charitable organizations. Mario holds FINRA Series 7, 9, 10, 63 and 66 licenses. Mario's areas of expertise include financial planning, portfolio management, and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
01/17/2019 - Present
Kingsview Wealth Management, LLC (WOODBURY NY)
NY
05/18/2012 - 01/22/2019
WELLS FARGO CLEARING SERVICES, LLC (GARDEN CITY NY)
NY
03/06/2012 - 05/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
NY
08/10/2010 - 03/05/2012
BROOKVILLE CAPITAL PARTNERS (UNIONDALE NY)
BOTH
Issued 03/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/20/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Mario Veneroso is the right advisor for you? Invested Better is here to help.
