Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Gerard Cangelose is a financial professional who has been working in the industry since 1992. Mark is currently registered with Cambridge Investment Research Advisors, Inc. and has previous experience with CCF INVESTMENTS, INC., THE LEADERS GROUP, INC., and PFS INVESTMENTS INC.. Mark provides a variety of financial services including investment advisory, portfolio management and financial planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
08/21/2018 - Present
Cambridge Investment Research Advisors, Inc. (College Station TX)
TX
01/04/2006 - 03/25/2015
C C F INVESTMENTS, INC. (COLLEGE STATION TX)
CO
01/15/2002 - 12/31/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
GA
03/08/1999 - 11/06/2001
PFS INVESTMENTS INC. (DULUTH GA)
GA
01/04/1988 - 10/28/1994
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Cangelose is the right advisor for you? Invested Better is here to help.
