Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Meloro is a financial advisor with over 20 years of experience in the financial services industry. Mark is currently registered with Market Street Wealth Management, LLC, which provides fee-based investment management and planning services. Previously, Mark was registered with several other firms including Princor Financial Services Corporation and First Montauk Securities Corp. Mark holds Series 6, 7, 63, and 65 licenses as well as the Securities Industry Essentials (SIE) Examination. Mark specializes in providing financial planning, investment management, and tax preparation services.
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.
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.
Payment for client referrals
1
2
PA
11/18/2010 - Present
Market Street Wealth Management (WEST CHESTER PA)
IA
07/14/2004 - 12/08/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
09/24/2002 - 07/15/2004
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
PA
03/15/2000 - 08/01/2002
DIRECTED SERVICES, INC. (WEST CHESTER PA)
DE
06/30/2000 - 09/07/2000
ING FUNDS DISTRIBUTOR, INC. (WILMINGTON DE)
PA
08/02/1999 - 02/29/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 12/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Meloro is the right advisor for you? Invested Better is here to help.
