Unclaimed
Mark Louis Cremonni is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Mark has been in the industry since January 18, 1981 and has registrations in 35 states and 2 Canadian provinces. Mark is also a member of the advisory board of St. John's Feed the Hungry Soup Kitchen in Newark, New Jersey. Mark's expertise includes providing advisory services to individuals, businesses, corporations, pensions, and charitable organizations. Mark has held licenses in multiple product categories, including Series 31 (Futures Managed Funds), Series 10 (General Securities Sales Supervisor - General Module), and Series 7 (General Securities Representative).
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
01/15/1999 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RED BANK NJ)
IA
Issued 04/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/19/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 01/17/1981
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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