Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Digangi is a financial advisor with over 20 years of experience in the financial services industry. Mark is a registered representative of Tiaa-Cref Individual & Institutional Services, LLC in Williston, Vermont. Mark has previously worked for J.P. Morgan Securities LLC, TD Private Client Wealth LLC, and McDonald Investments Inc. Mark specializes in financial planning, portfolio management, and selection of other advisors. Mark offers financial services to individuals and corporations. Mark's professional licenses include Series 7, Series 31, Series 63, and Series 66.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
VT
05/15/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (WILLISTON VT)
VT
06/03/2021 - 04/21/2023
J.P. MORGAN SECURITIES LLC (Burlington VT)
VT
09/30/2015 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WILLISTON VT)
VT
02/28/2013 - 09/21/2015
TD PRIVATE CLIENT WEALTH LLC (BURLINGTON VT)
VT
03/19/2003 - 02/16/2007
MCDONALD INVESTMENTS INC. (BURLINGTON VT)
NY
08/07/1997 - 02/21/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 04/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1997
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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