Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Paniscotti is a registered representative with LPL Financial LLC. Mario has been in the financial services industry since 1994 and has worked with Cetera Advisors LLC, Citigroup Global Markets Inc., and Prudential Securities Incorporated. Mario has Series 7, Series 24, Series 31 and Series 63 and Series 65 licenses and has a proven track record in providing investment advisory services to individual and institutional clients. Mario is dedicated to helping clients achieve their financial goals through a customized approach that takes into account their individual needs and risk tolerance. Mario can help clients with financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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
NJ
11/29/2017 - Present
LPL Financial LLC (SEA GIRT NJ)
NJ
11/07/2015 - 11/29/2017
NATIONAL PLANNING CORPORATION (Sea Girt NJ)
NJ
03/13/2009 - 11/10/2015
CETERA ADVISORS LLC (WALL NJ)
NJ
01/10/2000 - 04/09/2009
CITIGROUP GLOBAL MARKETS INC. (SEA GIRT NJ)
NY
03/30/1994 - 01/12/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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