Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Robert Calaci is a financial advisor with over 20 years of experience in the industry. Mark is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Melville, NY. Mark has previously been registered with several other firms including LPL Financial LLC, CUNA Brokerage Services, Inc., GWN Securities Inc., Lincoln Financial Securities Corporation, and Chase Investment Services Corp. Mark has a wide range of experience in the financial services industry, and has a strong commitment to providing his clients with personalized financial advice.
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.
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.
Compensation from affiliates
1
2
NY
08/30/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (MELVILLE NY)
NY
05/18/2022 - 08/25/2022
LPL FINANCIAL LLC (Rocky Point NY)
NY
05/20/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Rocky Point NY)
NY
10/21/2020 - 05/18/2021
GWN SECURITIES INC. (EAST SETAUKET NY)
NY
11/13/2015 - 10/23/2020
LINCOLN FINANCIAL SECURITIES CORPORATION (New York NY)
NY
01/28/2011 - 11/23/2015
LPL FINANCIAL LLC (PORT JEFFERSON NY)
NY
12/01/2008 - 01/31/2011
CHASE INVESTMENT SERVICES CORP. (AMITYVILLE NY)
NY
05/30/2006 - 11/26/2008
AIG RETIREMENT ADVISORS, INC. (LATHAM NY)
NY
01/01/2006 - 05/31/2006
CHASE INVESTMENT SERVICES CORP. (HUNTINGTON NY)
NY
04/22/2004 - 03/11/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/19/2003 - 01/27/2004
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
BOTH
Issued 06/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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