Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Livecchi is an investment advisor representative with Osaic Wealth, Inc. based in Princeton, NJ. Mario has been in the industry since November 20, 2006. Mario has passed the Series 7, Series 66, and SIE exams. Mario is registered in 17 states including California, Florida, Georgia, Illinois, Iowa, Kentucky, Maryland, Michigan, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia, and Wyoming. Prior to joining Osaic Wealth, Inc., Mario was associated with Securities America, Inc., Investacorp, Inc., Wells Fargo Advisors, LLC and Ameriprise Financial Services, Inc.
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.
1
2
NJ
06/14/2024 - Present
Osaic Wealth, Inc. (PRINCETON NJ)
NJ
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PRINCETON NJ)
NJ
06/27/2011 - 07/17/2020
INVESTACORP, INC. (PRINCETON NJ)
NJ
05/29/2008 - 05/06/2011
WELLS FARGO ADVISORS, LLC (PRINCETON NJ)
NJ
09/19/2006 - 05/16/2008
AMERIPRISE FINANCIAL SERVICES, INC. (VOORHEES NJ)
BOTH
Issued 12/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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