Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Minotti is a financial advisor with Osaic Wealth, Inc. Mario has over 14 years of experience in the financial services industry. Mario is registered with the Financial Industry Regulatory Authority (FINRA) as well as with the states of Arizona, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Massachusetts, Michigan, Nevada, Pennsylvania, South Carolina, Tennessee, Texas, West Virginia, and Wisconsin. Mario is also a registered investment advisor (IA) with the states of Florida, Illinois, Indiana, and Texas. Mario holds the Series 6, 7, 63, and 65 securities licenses.
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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IL
01/19/2024 - Present
Osaic Wealth, Inc. (CHICAGO IL)
IL
11/04/2009 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
09/04/2009 - 10/14/2009
NEW ENGLAND SECURITIES (CHICAGO IL)
IA
Issued 01/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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