Unclaimed
Mark Bittner Liguori is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Towson, Maryland. Mark has been working in the financial services industry since 2014. Mark is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 66, SIE and Series 7 licenses. Mark is a registered investment advisor representative in Maryland. Mark has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, individuals, charitable organizations, and banking or thrift institutions. Mark offers a range of financial services, including 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
12/03/2019 - Present
Raymond James Financial Services Advisors, Inc. (Towson MD)
MD
02/25/2014 - 11/20/2019
EDWARD JONES (FALLSTON MD)
BOTH
Issued 03/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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