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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 Merlotti is a financial advisor with over 39 years of experience in the industry. Mark is currently registered with Cetera Investment Advisers LLC, a firm with over 6,000 advisors. Cetera is a full-service investment firm with experience in financial planning, portfolio management and educational seminars. Mark is registered to provide financial advice in 27 states and offers investment advice to individuals, corporations, and institutions. Mark is a Certified Financial Planner™ and holds the Series 7, Series 24 and Series 63 securities licenses. Mark is a member of the Certified Financial Planner Board of Standards, 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.
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
MO
08/10/2023 - Present
Cetera Investment Advisers LLC (ST LOUIS MO)
MO
12/24/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
MO
01/06/2000 - 12/15/2014
AON BENFIELD SECURITIES, INC. (CLAYTON MO)
FL
01/05/1998 - 12/31/1999
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
IL
04/01/1996 - 01/02/1998
AON SECURITIES CORPORATION (CHICAGO IL)
VA
05/24/1994 - 04/01/1996
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
CA
04/10/1986 - 05/03/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
08/14/1984 - 04/01/1986
SENTRA SECURITIES CORPORATION
NA
01/27/1986 - 02/18/1986
W. S. GRIFFITH & CO., INC.
NA
03/22/1984 - 09/04/1984
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 01/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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