Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Luchesa is a financial advisor with over 25 years of experience in the industry. Mark Luchesa has been registered with the Securities and Exchange Commission (SEC) since 1995. Currently, Mark Luchesa is affiliated with Private Advisor Group, LLC, a firm that provides a variety of financial services. Prior to joining Private Advisor Group, LLC, Mark Luchesa was employed by CADARET, GRANT & CO., INC., Woodbury Financial Services, Inc., Investors Capital Corp. and PRUCO SECURITIES CORPORATION. Mark Luchesa holds the Series 6, 7, 24, 63 and 65 licenses and is a registered investment advisor.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
PA
12/06/2011 - Present
Private Advisor Group, LLC (DAYTON PA)
PA
07/02/2009 - 11/30/2011
CADARET, GRANT & CO., INC. (DAYTON PA)
PA
06/14/2000 - 07/07/2009
WOODBURY FINANCIAL SERVICES, INC. (DAYTON PA)
MA
08/16/2001 - 08/30/2001
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NJ
02/13/1995 - 06/26/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
11/30/1999 - 12/13/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 06/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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