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 Maroldo is an investment advisor representative with LPL Financial LLC in Mt. Laurel, New Jersey. Mark has been in the financial services industry since 2002. He has been registered with Cetera Advisor Networks LLC, Signator Investors, Inc., and LPL Financial LLC. Mark holds Series 6, Series 63, Series 65 and SIE licenses. Mark provides financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, high-net-worth individuals, corporations, and retirement plans. Mark's primary focus is on meeting the unique needs of each client.
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.
1
2
NJ
12/07/2023 - Present
LPL Financial LLC (Mt. Laurel NJ)
NJ
10/31/2013 - 12/08/2023
CETERA ADVISOR NETWORKS LLC (HADDON HEIGHTS NJ)
NJ
06/26/2002 - 11/05/2013
SIGNATOR INVESTORS, INC. (MOUNT LAUREL NJ)
IA
Issued 08/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Maroldo is the right advisor for you? Invested Better is here to help.
