Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Mammola

Global Retirement Partners LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark Mammola

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.

Firm Information

Mark Mammola is currently registered with Global Retirement Partners LLC. Global Retirement Partners LLC is an investment advisory firm headquartered in San Rafael, California, with over 500 investment adviser representatives and 328 licensed agents. The firm manages over $140 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Global Retirement Partners offers a range of advisory services, including financial planning, pension consulting, portfolio management, and selection of other advisors. They are registered with the SEC under the number 801-80074 and participate in wrap fee programs.
Global Retirement Partners LLC

4340 REDWOOD HIGHWAY

SAN RAFAEL, CA 94903

$140.72B

Assets Under Management

161

Total Clients

375

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Mammola’s Registration & Firm History

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)

Not sure if Mark Mammola is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Mammola.
Not sure if Mark Mammola is right for you?