Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Raymond Pinardi is a financial professional with over 20 years of experience in the industry. Mark is currently registered with J.W. Cole Advisors, Inc. Mark specializes in providing financial planning and portfolio management services to individuals, businesses, high-net-worth individuals, pension and profit-sharing plans, charitable organizations and corporations. Mark has a broad range of experience in the financial services industry and holds a variety of licenses and designations.
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.
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.
Hourly & fixed rate consulting
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
FL
12/13/2022 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
02/27/2009 - 11/22/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (LONGBOAT KEY FL)
MA
11/01/2005 - 05/29/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (JAMAICA PLAIN MA)
NY
12/06/2004 - 11/03/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
02/17/2004 - 11/01/2004
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
DE
06/07/2001 - 03/12/2004
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
06/16/1998 - 06/01/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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