Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Gajowski is a financial advisor with over 25 years of experience in the industry. Mark is currently registered with Osaic Wealth, Inc., where they provide financial planning and portfolio management services to a diverse clientele, including individuals, families, businesses, and retirement plans. Mark has a strong commitment to helping clients achieve their financial goals and is passionate about educating them about their financial options. They hold the Series 63, 65, 7, and 24 licenses, as well as the SIE designation, and is a Certified Financial Planner. Mark is dedicated to providing personalized and comprehensive financial advice to help clients reach their financial goals.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (HAUPPAUGE NY)
NY
08/01/2008 - 12/19/2008
NATIONWIDE SECURITIES, LLC (HAUPPAUGE NY)
NY
12/19/2003 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (HAUPPAUGE NY)
MA
06/06/2002 - 12/10/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
07/18/2000 - 02/12/2001
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
CA
02/01/1999 - 07/10/2000
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
NJ
06/30/1997 - 02/10/1999
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
IA
Issued 12/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Gajowski is the right advisor for you? Invested Better is here to help.
