Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Frisella is an investment advisor representative at B. Riley Wealth Advisors, Inc. Mario has over 19 years of experience in the financial services industry. Mario is registered with the Securities and Exchange Commission (SEC) and holds the Series 7, Series 63, and Series 66 licenses. Mario specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, families, businesses, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
IL
08/25/2022 - Present
B. Riley Wealth Advisors, Inc. (Chicago IL)
IL
03/16/2018 - 07/21/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHICAGO IL)
IL
08/02/2010 - 03/16/2018
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
IL
10/29/2009 - 08/04/2010
LPL FINANCIAL CORPORATION (ARLINGTON HEIGHTS IL)
IL
03/08/2005 - 10/08/2009
EDWARD JONES (ARLINGTON HEIGHTS IL)
BOTH
Issued 02/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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