Unclaimed
Mark Anthony Czaja is a financial advisor with over 30 years of experience in the industry. He is currently registered with Hennion & Walsh Asset Management, Inc. Mark has a wide range of experience working with clients of various backgrounds, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. He provides a variety of financial services, including financial planning, portfolio management, and pension consulting. Mark is dedicated to helping his clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/01/2016 - Present
Hennion & Walsh Asset Management, Inc. (Boca Raton FL)
FL
10/23/2002 - 12/31/2013
PMK SECURITIES & RESEARCH, INC. (DELRAY BEACH FL)
NY
09/30/1991 - 11/04/2002
COMPREHENSIVE CAPITAL CORPORATION (GREAT NECK NY)
NY
07/11/1988 - 09/30/1991
G. K. SCOTT & CO., INC. (PLAINVIEW NY)
NA
08/19/1987 - 07/16/1988
BROWNSTONE-SMITH SECURITIES CORP.
NA
07/23/1987 - 08/14/1987
THE JAMESON GROUP, INC.
NA
10/10/1985 - 08/01/1987
THE STUART-JAMES COMPANY, INC.
NA
12/21/1983 - 10/21/1985
E. F. HUTTON & COMPANY INC
NA
05/14/1982 - 04/15/1983
FIRST INVESTORS CORPORATION
IA
Issued 11/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1991
Series 4 - Registered Options Principal Examination
BC
Issued 03/16/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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