Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alexander Monteiro is a financial advisor registered with LPL Financial LLC. Mark has been in the financial services industry since April 19, 2019. Mark is a CERTIFIED FINANCIAL PLANNER™ professional with experience in providing financial planning and investment advice to individuals, families, and businesses. Mark provides advisory services including financial planning, portfolio management, and pension consulting. Mark also offers educational seminars and consulting services.
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
CT
02/01/2023 - Present
LPL Financial LLC (WEST HARTFORD CT)
CT
09/08/2020 - 02/02/2023
SECURITIES AMERICA, INC. (STRATFORD CT)
CT
04/20/2019 - 09/17/2020
LPL FINANCIAL LLC (SHELTON CT)
BOTH
Issued 05/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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