Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edward Roncoroni is a financial advisor with over 23 years of experience in the financial services industry. Mark is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC and has been an investment advisor representative since 2023. Previously, Mark was associated with OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., FIRST ALLIED SECURITIES, INC., NEXT FINANCIAL GROUP, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, and LINCOLN FINANCIAL ADVISORS CORPORATION. Mark offers a range of financial services, including financial planning, portfolio management, pension consulting, and selection of other advisors. Mark specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
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
CA
10/03/2023 - Present
Kestra Advisory Services, LLC (Newbury Park CA)
CA
09/01/2023 - 10/06/2023
OSAIC WEALTH, INC. (NEWBURY PARK CA)
CA
02/09/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NEWBURY PARK CA)
CA
02/03/2015 - 02/09/2017
FIRST ALLIED SECURITIES, INC. (Westlake Village CA)
CA
02/14/2011 - 02/09/2015
SAGEPOINT FINANCIAL, INC. (WESTLAKE VILLAGE CA)
CA
01/19/2005 - 02/28/2011
NEXT FINANCIAL GROUP, INC. (WESTLAKE VILLAGE CA)
IN
07/29/2003 - 01/21/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
02/19/1999 - 01/21/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BOTH
Issued 02/24/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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