Unclaimed
Mark Crivaro is an investment advisor representative at Wealth Management Associates, Inc., where Mark has been employed since December 2000. Mark has been registered as a securities broker and an investment advisor representative in New Jersey since July 2002. Mark has also been registered in 9 other states. Mark provides financial planning services, retirement income projections, portfolio management, and investment advice to individuals, families, and businesses. Mark's primary focus is on helping clients reach their long-term 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitor/referral fees
1
2
NJ
07/23/2002 - Present
Wealth Management Associates, Inc. (CHERRY HILL NJ)
NJ
11/20/2000 - 06/14/2024
SECURITIES AMERICA, INC. (CHERRY HILL NJ)
MO
07/09/1996 - 11/17/2000
FFP SECURITIES, INC. (CHESTERFIELD MO)
MN
02/23/1996 - 07/24/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/23/1996 - 07/24/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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