Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Cavasino is a financial advisor with over 28 years of experience in the financial services industry. Mark is registered with the state of Connecticut as a Registered Investment Advisor. Mark currently works for Integrated Wealth Concepts LLC, a firm with over 200 licensed agents and 300 investment advisor representatives. Mark is also registered with the state of Connecticut as a Registered Representative of Lincoln Financial Advisors Corporation.
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.
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.
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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CT
10/13/2016 - Present
Integrated Wealth Concepts LLC (Glastonbury CT)
CT
01/16/2004 - 10/11/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (GLASTONBURY CT)
IN
01/16/2004 - 03/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
05/09/2003 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MA
05/20/1999 - 05/05/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/20/1999 - 05/05/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
09/14/1996 - 12/19/1997
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
GA
05/26/1992 - 12/31/1995
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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