Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Ceraso is a financial advisor with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Brokerage Services, LLC in Pittsburgh, PA and Plymouth, MN. Mark has been a registered representative in the securities industry since 1986. Mark has a Series 6, 7, 63, and 65 securities license as well as the SIE exam. Mark is also a Certified Financial Planner™. Mark is registered to sell securities in 13 states: California, Florida, Illinois, Iowa, Louisiana, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Washington, and West Virginia. Mark specializes in Retirement planning, College Savings plans, Insurance, Investment advisory services and Estate planning.
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.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
03/04/2020 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
PA
03/26/1997 - 03/06/2020
BPU INVESTMENT MANAGEMENT INC. (PITTSBURGH PA)
PA
01/14/1993 - 03/21/1997
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
MN
05/01/1992 - 01/07/1993
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
MN
05/01/1989 - 12/27/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/01/1989 - 12/27/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
07/28/1986 - 05/11/1989
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/28/1986 - 05/11/1989
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1991
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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