Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark James Morasky is an Investment Advisor Representative who has been in the financial industry since January 27, 1997. Mark is currently registered with Steward Partners Investment Advisory, LLC and has been with them since June 2024. Previously, Mark was with Merrill Lynch, Pierce, Fenner & Smith Incorporated from July 2006 to July 2023. Mark holds a Series 63 license from the state of Wisconsin, Series 65 from the state of California, Series 66 from the state of Texas and Series 7 from the state of Wisconsin.
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.
Personalized portfolio management to meet individual financial objectives.
Financial 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.
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2
CA
06/10/2024 - Present
Steward Partners Investment Advisory, LLC (DANVILLE CA)
CA
07/14/2006 - 07/24/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (Indian Wells CA)
WI
01/28/1997 - 07/21/2006
PIPER JAFFRAY & CO. (MADISON WI)
BOTH
Issued 09/13/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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