Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Militello is a financial advisor with over 20 years of experience in the industry. Mark is registered with Independent Financial Group, LLC and is licensed to provide investment advice and securities trading services in various states. Mark is a dedicated professional with experience in various financial planning services including financial planning, pension consulting, and selection of other advisors. Mark also provides portfolio management for both businesses and individuals.
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.
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
TX
07/28/2021 - Present
Independent Financial Group, LLC (CORPUS CHRISTI TX)
TX
11/01/2017 - 07/28/2021
CETERA ADVISOR NETWORKS LLC (Corpus Christi TX)
TX
01/12/2009 - 11/01/2017
GIRARD SECURITIES, INC. (Corpus Christi TX)
TX
05/24/2007 - 01/22/2009
NEXT FINANCIAL GROUP, INC. (CORPUS CHRISTI TX)
TX
12/01/1999 - 05/23/2007
UNITED GLOBAL SECURITIES, INC. (CORPUS CHRISTI TX)
IA
Issued 02/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2007
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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