Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Louis Balsamo is a registered investment advisor representative with Planmember Securities Corp. Mark has been in the financial services industry since March 3, 1995. Mark has been registered with Planmember Securities Corp. since June 9, 2020. Mark has previously worked with Fortune Financial Services, Inc., Woodbury Financial Services, Inc., Legacy Financial Services, Inc., American General Financial Advisors, Inc., The Variable Annuity Marketing Company, WMA Securities, Inc., Lutheran Brotherhood Securities Corp., North American Management, Inc., Metropolitan Life Insurance Company, and L.C. Wegard & Co., Inc. Mark specializes in providing investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Provides investment supervisory services
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
PA
06/09/2020 - Present
Planmember Securities Corp. (JEANETTE PA)
PA
06/30/2005 - 05/04/2006
FORTUNE FINANCIAL SERVICES, INC. (MONACA PA)
MN
10/28/2002 - 06/30/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CA
10/26/2000 - 11/11/2002
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
TX
01/22/1999 - 09/11/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
01/22/1999 - 09/11/2000
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
GA
08/21/1997 - 10/30/1998
WMA SECURITIES, INC. (DULUTH GA)
MN
06/22/1995 - 04/04/1996
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
SD
05/25/1994 - 12/31/1994
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
NY
01/08/1993 - 03/25/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
07/09/1992 - 09/23/1992
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 06/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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