Unclaimed
Mark Don Scalercio is a financial advisor who has been in the industry since 1993. Mark is currently registered with Oneamerica Securities, Inc. and has previous experience with several other firms, including Riversource Distributors, Inc., AXA Advisors, LLC and The Leaders Group, Inc. Mark has a broad range of experience in the financial services industry and is committed to helping his clients achieve their financial goals.
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.
1
2
IN
08/19/2021 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
MN
06/21/2012 - 12/15/2020
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
NY
06/25/2010 - 06/26/2012
AXA ADVISORS, LLC (NEW YORK NY)
NJ
04/14/2010 - 06/26/2012
AXA DISTRIBUTORS, LLC (SECAUCUS NJ)
CO
02/29/2008 - 04/12/2010
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (DENVER CO)
MA
04/17/2007 - 02/29/2008
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
CO
02/06/2003 - 03/16/2007
THE LEADERS GROUP, INC. (LITTLETON CO)
NC
07/20/1999 - 01/22/2003
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
09/29/1992 - 07/22/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
09/29/1992 - 07/22/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 03/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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