Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Egidio is a financial professional with over 30 years of experience in the industry. Mark holds the Series 6, Series 63 and Series 65 licenses and currently works with Commonwealth Financial Network. Mark provides a range of financial services to individuals, corporations, high net worth individuals, pension and profit-sharing plans, and charitable organizations. Mark's specialization includes financial planning, portfolio management, investment advice, and insurance. Mark is registered with the State of Connecticut as well as 28 other states and is committed to providing clients with personalized financial advice and guidance. Mark's previous employment includes Allmerica Investments, Inc. in Worcester, MA.
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.
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.
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2
CT
04/12/1999 - Present
Commonwealth Financial Network (MADISON CT)
MA
05/01/1990 - 02/12/1999
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 12/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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