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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Andrew Paganelli is an Investment Advisor Representative with Commonwealth Financial Network. Mark has been in the financial services industry for over 40 years and is a Certified Financial Planner and Chartered Financial Consultant. Mark has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Mark is registered with the state of New York and has a broad range of specializations, including financial planning, portfolio management, and educational seminars. Mark is a member of the firm's branch office located in Pittsford, New York.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/29/2021 - Present
Commonwealth Financial Network (Pittsford NY)
NY
12/09/1982 - 09/05/2018
HORNOR, TOWNSEND & KENT, INC. (PITTSFORD NY)
NA
01/06/1984 - 09/24/1984
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 12/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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