Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Minnium is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Mark has been in the industry since February 1989 and has worked for several firms during that time. Mark's current firm is Merrill Lynch and has office locations in Pennington, NJ and Medford Lakes, NJ.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
08/20/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
NJ
08/15/2016 - 12/27/2016
SORRENTO PACIFIC FINANCIAL, LLC (Vineland NJ)
NJ
07/18/2011 - 04/12/2016
PNC INVESTMENTS (HADDONFIELD NJ)
NJ
04/10/1992 - 02/15/2011
CHARLES SCHWAB & CO., INC. (MOORESTOWN NJ)
NJ
02/13/1990 - 10/07/1991
HALPERT AND COMPANY, INC. (MILLBURN NJ)
NA
02/25/1989 - 02/07/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NY
08/25/1988 - 02/07/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/24/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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