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 Passalacqua is a financial advisor with Truist Advisory Services, Inc. Mark has been in the financial industry for over 17 years and is licensed in several states. Mark has experience working with individuals, businesses, and other institutions. Mark offers a variety of financial services including financial planning, portfolio management, and publication of periodicals. Mark is committed to providing his clients with personalized advice and guidance to help them 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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
GA
09/01/2016 - Present
Truist Advisory Services, Inc. (PEACHTREE CITY GA)
GA
12/03/2010 - 05/09/2016
WELLS FARGO ADVISORS, LLC (FAYETTEVILLE GA)
GA
10/23/2009 - 12/07/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEACHTREE CITY GA)
GA
02/29/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LAGRANGE GA)
GA
03/15/2006 - 03/05/2008
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
MO
07/25/2005 - 01/30/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 05/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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