Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Richard Lomonaco is a financial advisor with over 30 years of experience in the financial services industry. Mark is currently registered with Key Investment Services LLC and has previously worked with LPL FINANCIAL LLC, HSBC SECURITIES (USA) INC., FORESIDE DISTRIBUTION SERVICES, L.P., CHASE INVESTMENT SERVICES CORP., KEY INVESTMENTS INC., INDEPENDENT FINANCIAL SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Mark is licensed to provide investment advice in several states and is committed to helping individuals and families achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
03/26/2021 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
10/29/2012 - 09/21/2016
LPL FINANCIAL LLC (ALBION NY)
NY
12/22/2008 - 11/05/2012
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
ME
09/13/2007 - 12/23/2008
FORESIDE DISTRIBUTION SERVICES, L.P. (PORTLAND ME)
NY
07/11/1997 - 06/08/2007
CHASE INVESTMENT SERVICES CORP. (ROCHESTER NY)
OH
07/20/1994 - 06/20/1997
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
12/13/1993 - 06/17/1994
INDEPENDENT FINANCIAL SECURITIES, INC.
NY
07/10/1992 - 12/15/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
10/03/1991 - 12/18/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/03/1991 - 12/18/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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