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 Saya is a financial professional with over 20 years of experience in the industry. Mark Saya is currently a registered representative and investment advisor representative with Cadaret, Grant & CO., Inc. Previously, Mark Saya was affiliated with LPL FINANCIAL LLC, KEY INVESTMENT SERVICES LLC, MCDONALD INVESTMENTS INC., and Cadaret, Grant & CO., INC. Mark Saya holds the Series 7, 9, 10, 55, 57TO, 63, and 66 licenses. Mark Saya provides financial planning, portfolio management for businesses and individuals, pension consulting, selection of other advisors, and educational seminars.
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.
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2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (East Syracuse NY)
NY
08/01/2012 - 09/12/2016
LPL FINANCIAL LLC (SYRACUSE NY)
NY
04/17/2006 - 08/02/2012
KEY INVESTMENT SERVICES LLC (NORTH SYRACUSE NY)
OH
04/20/2004 - 04/19/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
05/23/2001 - 04/16/2004
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BOTH
Issued 06/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/29/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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