Unclaimed
Mark Mammola is an investment advisor representative with Global Retirement Partners LLC and has been in the financial services industry since 2003. Mark is registered with the state of Massachusetts as a registered investment advisor and has been actively providing advice since 2021. Mark holds a variety of licenses and certifications, including Series 6, Series 7, and Series 63. Prior to joining Global Retirement Partners LLC, Mark worked for Commonwealth Financial Network and Ogilvie Security Advisors Corporation. Mark is a highly experienced investment advisor who specializes in providing financial planning and investment management services to individuals and businesses.
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.
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.
1
2
MA
11/17/2021 - Present
Global Retirement Partners LLC (Wilmington MA)
MA
08/31/2011 - 11/10/2021
COMMONWEALTH FINANCIAL NETWORK (Wilmington MA)
MA
03/23/2006 - 09/07/2011
OGILVIE SECURITY ADVISORS CORPORATION (BURLINGTON MA)
OH
12/16/2004 - 02/01/2006
ADVISER DEALER SERVICES, INC. (DUBLIN OH)
OR
10/30/2002 - 08/26/2004
L & M SECURITIES COMPANY INC. (PORTLAND OR)
IA
Issued 05/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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