Unclaimed
Mario Digesaro is a financial advisor with over 20 years of experience in the industry. Mario is currently registered with Wells Fargo Clearing Services, LLC and is licensed in the state of New Jersey. Mario has previously worked with several other firms, including Barclays Capital Inc., J.P. Morgan Securities LLC, HSBC Securities (USA) Inc., and Citigroup Investment Services. Mario offers a wide range of financial services including portfolio management, investment consulting, and financial planning. Mario is committed to providing his clients with the highest level of service and personalized advice.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
05/06/2015 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NY
07/08/2014 - 04/09/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
10/01/2008 - 08/04/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/09/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/01/2005 - 09/29/2005
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
06/22/1999 - 06/16/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NE
06/22/1999 - 06/24/1999
NATIONAL DISCOUNT BROKERS (OMAHA NE)
NE
05/17/1996 - 08/13/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NJ
01/05/1996 - 01/30/1996
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
10/03/1995 - 12/22/1995
NORFOLK SECURITIES CORP. (NEW YORK NY)
NY
02/18/1994 - 07/11/1995
HANOVER, STERLING & COMPANY LTD. (NEW YORK NY)
NY
03/13/1995 - 05/22/1995
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
BC
Issued 06/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/22/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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