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Mario J Segreti

First Georgetown Securities, Inc.

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About Mario J Segreti

Mario Segreti is a registered representative at First Georgetown Securities, Inc. and is licensed in California, District of Columbia, Maryland, and Virginia. Mario has been working in the securities industry since October 2000 and has experience with Series 63, SIE, and Series 7 exams. Mario Segreti specializes in portfolio management for individuals.

Firm Information

Mario Segreti is currently registered with First Georgetown Securities, Inc.. First Georgetown Securities, Inc. is a Corporation headquartered in Washington, D.C. with a main office in Washington, D.C. The firm was formed on 05/01/1975 and has been approved by the SEC to operate as an investment adviser. First Georgetown Securities, Inc. provides portfolio management for individuals. The firm manages approximately $90,396,641 in regulatory assets under management.

$90.40M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mario Segreti’s Registration & Firm History

VA

10/05/2000 - Present

First Georgetown Securities, Inc. (ALEXANDRIA VA)

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Licenses & Designations

BC

Issued 01/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mario J Segreti. Review regulatory record here.
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