Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Zonno is a financial advisor who is currently registered with W&S Brokerage Services, Inc.. Mark has more than 20 years of experience in the financial services industry. Mark previously worked at LPL Financial LLC, Citizens Securities, Inc., Pruco Securities, LLC., PNC Investments, Fidelity Brokerage Services LLC, Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Quick & Reilly, Inc., and Dean Witter Reynolds Inc. Mark holds Series 7, 31, 63, 65, and SIE licenses. Mark's experience in the industry dates back to 2001. Mark specializes in Portfolio Management for Individuals and Selection of Other Advisers. Mark is also a licensed sales agent for Western & Southern Life and provides full-time sales services in the Cranberry Township, PA area.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
PA
11/08/2022 - Present
W&S Brokerage Services, Inc. (CRANBERRY TWP PA)
PA
02/18/2021 - 08/04/2021
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
11/27/2019 - 01/08/2021
CITIZENS SECURITIES, INC. (WEST MIFFLIN PA)
PA
02/11/2019 - 11/26/2019
PRUCO SECURITIES, LLC. (WEXFORD PA)
PA
03/18/2016 - 02/21/2019
PNC INVESTMENTS (MONROEVILLE PA)
CA
12/22/2011 - 01/26/2016
FIDELITY BROKERAGE SERVICES LLC (TORRANCE CA)
CA
10/05/2009 - 11/29/2011
AMERIPRISE FINANCIAL SERVICES, INC. (LOS ANGELES CA)
CA
10/23/2002 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (CENTURY CITY CA)
NY
07/27/2001 - 10/30/2002
QUICK & REILLY, INC. (NEW YORK NY)
NY
04/27/1999 - 09/18/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 04/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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