Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Minutolo is a financial advisor who has been in the industry since 2001. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Paramus, NJ. Mark has a wide range of experience in the financial services industry, having worked with a variety of clients including individuals, businesses, and institutions. Mark offers investment management services, as well as a number of other services such as performance measurement reports, allocation modeling, and IPS.
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
04/08/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PARAMUS NJ)
NY
05/18/1999 - 06/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/21/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1999
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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