Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Modzeleski is an investment advisor representative at J. W. Cole Advisors, Inc. Mark has been in the industry since 1999. Mark is registered with the state of New York and has a Series 6, Series 63 and SIE licenses. Mark has previous experience with MML Investors Services, LLC, MSI Financial Services, Inc., and New England Securities. In addition to his role at J. W. Cole Advisors, Inc., Mark is also involved in other businesses including Gateway Consulting and Coaching, Gateway Diversified Holdings, LLC, Legacy Wealth Advisors of NY and Overview Business Holdings, LLC.
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.
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 consulting
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
NY
11/04/2021 - Present
J. W. Cole Advisors, Inc. (East Syracuse NY)
NY
03/25/2017 - 11/05/2021
MML INVESTORS SERVICES, LLC (East Syracuse NY)
NY
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SYRACUSE NY)
NY
05/21/1999 - 01/02/2015
NEW ENGLAND SECURITIES (Syracuse NY)
BC
Issued 05/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Modzeleski is the right advisor for you? Invested Better is here to help.
