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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Louis Catullo is a registered investment advisor and financial professional working with Raymond James Financial Services Advisors, Inc. Mark has 27 years of experience in the industry. Mark holds the Series 6, Series 7, Series 24, Series 63, and Series 65 securities licenses. Mark is registered with the state of Connecticut as a broker-dealer and investment advisor. Mark has a track record of providing financial advice to individuals, high-net-worth individuals, families, corporations, and pension and profit-sharing plans. Mark also provides financial planning services, including retirement planning, education planning, and estate planning. Mark is dedicated to providing his clients with personalized financial advice and strategies to help them achieve their financial goals. Mark was previously employed by American Skanda Marketing, Inc. and Aetna Investment Services, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CT
09/19/2018 - Present
Raymond James Financial Services Advisors, Inc. (MONROE CT)
CT
08/20/1997 - 03/05/2001
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
CT
07/08/1996 - 07/10/1997
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IA
Issued 01/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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