Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Gregory McGonagle has been in the financial services industry since July 1994. Mark is currently registered with Raymond James Financial Services Advisors, Inc. in Massachusetts and Texas. Mark is also a registered Investment Advisor in Massachusetts. Mark is affiliated with the Boston branch office of Raymond James Financial Services Advisors, Inc. and provides financial planning, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
11/09/2022 - Present
Raymond James Financial Services Advisors, Inc. (Boston MA)
MA
12/06/2013 - 11/15/2022
CANTELLA & CO., INC. (Malden MA)
MA
07/03/2006 - 12/24/2013
LPL FINANCIAL LLC (BOSTON MA)
MA
11/03/1995 - 07/13/2006
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
07/22/1994 - 11/08/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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