Unclaimed
Mark Casciola is a financial advisor at Private Advisor Group, LLC with over 24 years of experience in the financial services industry. Mark has a wide range of experience and holds licenses to provide securities and investment advisory services. Mark is also registered with the state of Pennsylvania to provide investment advisory 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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
06/08/2015 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
03/02/2009 - 06/08/2015
INVEST FINANCIAL CORPORATION (PITTSBURGH PA)
PA
07/02/2004 - 03/13/2009
AMERITAS INVESTMENT CORP. (PITTSBURGH PA)
KS
11/29/1999 - 07/07/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
PA
08/24/1998 - 11/29/1999
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
IA
Issued 07/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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