Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Richard Poggi is a financial professional with over 10 years of experience in the industry. Mario is currently registered with Prudential Investment Management Services LLC and has previously held positions at Cuttone & Co., LLC and Montecito Advisors, Inc. Mario holds both the Series 7 and Series 66 licenses and is committed to providing clients with personalized financial advice and investment strategies.
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.
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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NJ
08/12/2019 - Present
Prudential Investment Management Services LLC (Newark NJ)
NJ
01/04/2017 - 06/01/2018
CUTTONE & CO., LLC (Chatham NJ)
NY
06/06/2011 - 12/31/2016
MONTECITO ADVISORS, INC. (NEW YORK NY)
BC
Issued 06/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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