Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Villani is a financial advisor who has been working in the industry since 2011. Mark is currently registered with Fidelity Personal And Workplace Advisors in Millburn, New Jersey. Mark is also registered with the state of New Jersey as an Investment Advisor Representative. Prior to joining Fidelity Personal And Workplace Advisors, Mark was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Pennington, New Jersey. Mark holds Series 66, Series 7, and SIE licenses. Mark specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
07/27/2020 - Present
Fidelity Personal AND Workplace Advisors (MILLBURN NJ)
NJ
02/05/2011 - 07/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 02/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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