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 a financial advisor with over 26 years of experience in the industry. Mark is currently registered with Steward Partners Investment Advisory, LLC. Mark has previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and PIPER JAFFRAY & CO.. Mark holds Series 7, 31, 63, 65 and 66 securities licenses as well as the SIE exam. Mark is registered in 27 states as a broker-dealer and in 3 states as an investment advisor. Mark is a member of FINRA. Mark has a total of 45,203 clients with $20,433,200,577 in regulatory assets under management. Mark provides financial planning, selection of other advisors, portfolio management for individuals, and financial consulting services.
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
NY
06/10/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
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 9/13/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 2/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/3/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/3/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 1/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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