Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Bendinelli is a financial advisor with Cresset Asset Management, LLC, and is registered to provide investment advisory services in Georgia. Mark has been in the financial services industry since 2006. Previously, Mark was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lincoln Financial Advisors Corporation. Mark is a Chartered Financial Analyst. Mark is able to provide financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
08/12/2022 - Present
Cresset Asset Management, LLC (Atlanta GA)
GA
10/01/2015 - 06/27/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
11/15/2006 - 08/13/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (ATLANTA GA)
BOTH
Issued 11/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Mark Bendinelli is the right advisor for you? Invested Better is here to help.
