Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Avallone is a financial advisor with Commonwealth Financial Network. Mark has been in the financial industry since 1994. Mark is a Certified Financial Planner™ professional, and is licensed to provide financial advice in 22 states. Mark is also a registered representative of Commonwealth Financial Network and is part of the firm's branch office located in Rockville, MD. Mark has a diverse client base that includes high net worth individuals, corporations, and charitable organizations. Mark provides financial planning, portfolio management, and investment advisory services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
09/08/2021 - Present
Commonwealth Financial Network (Rockville MD)
MD
05/14/2004 - 09/09/2021
GROVE POINT INVESTMENTS, LLC (ROCKVILLE MD)
MA
03/18/2003 - 05/19/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
07/18/1984 - 03/02/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
NA
07/18/1984 - 09/20/1989
JOHN HANCOCK DISTRIBUTORS, INC.
BOTH
Issued 07/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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