Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Allen Amato is a financial professional with over 24 years of experience in the industry. Mark is currently registered with MML Investors Services, LLC and has held previous positions with Prudential Investment Management Services LLC and First Investors Corporation. Mark holds a variety of licenses and certifications, including Series 7, Series 6, Series 24, Series 53, and Series 63. Mark provides financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and retirement plans. Mark is committed to helping clients achieve their financial goals through a personalized approach and a deep understanding of their needs.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
04/21/2015 - Present
MML Investors Services, LLC (Brick NJ)
NJ
04/26/1999 - 11/20/2001
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
10/18/1996 - 10/06/1998
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 05/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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