Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Petracca is a financial professional with over 6 years of experience in the financial services industry. Mark currently works as a Financial Advisor at Cetera Investment Advisers LLC in Fairfield, NJ. Mark has previously worked with Avantax Investment Services, Inc., Wells Fargo Clearing Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark holds Series 7, Series 66, and SIE licenses. Mark specializes in Financial Planning, Pension Consulting, and Educational Seminars. Mark provides financial advice to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
04/24/2024 - Present
Cetera Investment Advisers LLC (FAIRFIELD NJ)
NJ
06/15/2021 - 03/22/2024
AVANTAX INVESTMENT SERVICES, INC. (MOUNT ARLINGTON NJ)
NJ
05/10/2019 - 12/21/2020
WELLS FARGO CLEARING SERVICES, LLC (SOMERSET NJ)
NJ
12/18/2017 - 04/25/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEWATER NJ)
BOTH
Issued 02/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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