Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Cortazzo is a financial advisor with over 30 years of experience in the industry. Mark is a Certified Financial Planner and is a registered representative with Wealth Enhancement Advisory Services, LLC, and LPL Financial, LLC. Mark also owns and operates Wealth Enhancement Group, an independent investment advisor firm. Mark has a wide range of experience providing financial advice to individuals, families, and businesses.
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
07/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NJ
01/19/2018 - 06/30/2021
MUTUAL SECURITIES, INC. (Parsippany NJ)
NJ
11/08/2012 - 01/19/2018
LPL FINANCIAL LLC (PARSIPPANY NJ)
NJ
06/09/1997 - 11/13/2012
SII INVESTMENTS, INC. (PARSIPPANY NJ)
MA
02/10/1995 - 06/09/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
CA
10/26/1993 - 02/01/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MA
09/12/1992 - 11/12/1993
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NY
03/14/1990 - 08/26/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CO
10/25/1989 - 02/24/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 04/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/31/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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