Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anthony Aiello is an investment advisor representative and is registered with Hightower Advisors, LLC. He is licensed in Illinois and New York. He is also a registered representative with FINRA. Mark has been working in the financial services industry for over 19 years. Mark Anthony Aiello was previously employed with Waddell & Reed, Inc., Lincoln Investment, and Scottrade, Inc.. Mark is a graduate of the University of Pennsylvania.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
09/14/2021 - Present
Hightower Advisors, LLC (New York NY)
NJ
02/14/2019 - 08/23/2021
WADDELL & REED (EGG HARBOR TOWNSHIP NJ)
PA
10/05/2016 - 02/01/2019
LINCOLN INVESTMENT (Fort Washington PA)
NJ
02/01/2006 - 10/13/2016
SCOTTRADE, INC. (SOMERS POINT NJ)
MN
04/10/2003 - 08/25/2004
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
TX
10/13/2000 - 05/14/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 12/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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