Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Bianchi is a financial advisor with over 20 years of experience in the industry. Mark currently works at J.P. Morgan Securities LLC and has a strong history of serving clients at firms such as Prudential Equity Group, LLC and Citigroup Global Markets Inc. Mark holds several licenses and designations, including Series 7, 10, 24, 55, and 63. Mark specializes in providing financial planning and portfolio management services to individuals, businesses, and high-net-worth clients.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
10/01/2008 - Present
J.p. Morgan Securities LLC (BOSTON MA)
MA
05/10/2005 - 10/01/2008
J.P. MORGAN SECURITIES INC. (BOSTON MA)
NY
04/24/2003 - 05/05/2005
PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)
NY
08/13/2001 - 04/28/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NC
08/30/2000 - 08/08/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
04/26/2000 - 08/03/2000
SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)
BC
Issued 03/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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