Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Joseph Deangelis is a registered Investment Advisor Representative and Broker in Florida and Pennsylvania. Mark has been in the industry since 2008 and has a wide range of experience in financial services, including investment management, financial planning, and compliance. He holds multiple licenses and certifications, including Series 6, 7, 9, 10, 24, 63, 65, 66, SIE, and 82TO. Mark is currently employed by Independent Financial Partners. Mark also has experience working as a CCO for a number of other firms, including Morgan Creek Capital Distributors, LLC, Main Street Financial Solutions LLC, Retireful LLC, Tuttle Capital Management LLC, and True Wealth Advisory Group LLC. Mark also provides consulting services to several firms.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
01/30/2023 - Present
Independent Financial Partners (TAMPA FL)
NC
01/30/2023 - 05/01/2023
MORGAN CREEK CAPITAL DISTRIBUTORS, LLC (Chapel Hill NC)
NC
03/29/2021 - 05/28/2021
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
NC
01/15/2021 - 05/28/2021
MODERN CAPITAL SECURITIES INC. (RALEIGH NC)
NC
12/11/2019 - 05/28/2021
HATTERAS CAPITAL (RALEIGH NC)
DE
06/27/2017 - 07/10/2018
CAPITAL ONE INVESTING, LLC (WILMINGTON DE)
NY
06/01/2009 - 06/19/2017
MORGAN STANLEY (PURCHASE NY)
NY
04/02/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
03/20/2007 - 04/03/2008
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
ME
04/15/2002 - 07/26/2002
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
MD
04/23/1998 - 05/25/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
02/05/1997 - 04/21/1998
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 06/12/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/28/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/30/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 07/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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