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 Catanese is a registered representative with Cadaret, Grant & Co., Inc. in NIAGARA FALLS, NY. Mark has been in the financial services industry since 1984. Mark has been registered with Cadaret, Grant & CO., Inc. since 2021 and has been registered with AMERICAN GENERAL SECURITIES INCORPORATED, USLIFE EQUITY SALES CORP., CONNECTICUT MUTUAL FINANCIAL SERVICES, INC., and NEW YORK LIFE SECURITIES CORP. Mark holds Series 6, 63, 26, and 65 licenses. Mark specializes in providing financial planning and investment advice to individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
07/26/2021 - Present
Cadaret, Grant & CO., Inc. (NIAGARA FALLS NY)
AZ
10/01/1997 - 08/14/2001
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
02/21/1989 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NA
12/22/1986 - 12/22/1988
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
09/10/1984 - 01/27/1987
NEW YORK LIFE SECURITIES CORP.
IA
Issued 07/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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