Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Angelo Coller is a financial advisor at LPL Financial LLC. Mark has been in the financial services industry since August 1997 and has been with LPL Financial LLC since November 2017. Mark holds a Series 6, 7, 63, and 66 license and is registered in several states, including Arizona, California, Florida, Maine, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Vermont. Mark also has a Personal Financial Specialist designation. Mark also provides tax preparation services through Mark A. Coller, CPA.
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
NY
08/03/2021 - Present
LPL Financial LLC (STATEN ISLAND NY)
NY
08/29/2012 - 11/29/2017
NATIONAL PLANNING CORPORATION (STATEN ISLAND NY)
NY
10/24/2005 - 08/31/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (STATEN ISLAND NY)
NJ
10/16/2003 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NY
08/04/1997 - 10/03/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
BOTH
Issued 01/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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