Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Gianno is a financial advisor with over 28 years of experience in the industry. Mark is a Certified Financial Planner™ and is currently registered with Osaic Wealth, Inc. Mark has a strong background in accounting and tax preparation, having served as the President of Gianno and Freda, Inc., a Massachusetts Public Accounting firm since 1986. Mark offers a wide range of financial advisory services, including fee-based investing, retirement planning, cash flow planning, estate planning, asset allocation modeling, and investment risk assessments.
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
MA
06/14/2024 - Present
Osaic Wealth, Inc. (HYANNIS MA)
MA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (HYANNIS MA)
MA
06/19/1995 - 07/17/2020
INVESTACORP, INC. (HYANNIS MA)
NY
02/02/1995 - 07/05/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 2/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/6/1995
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/1/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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