Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Diaddezio is an investment advisor representative associated with Independent Financial Group, LLC. Mark has been in the securities industry for 16 years. Mark is currently registered with the state of Pennsylvania. Mark has a Series 63, Series 65, Series 7, Series 2 and SIE licenses. Mark has been with Independent Financial Group, LLC since October 31, 2014. Previously, Mark was employed with H. Beck, Inc., from December 14, 2012 until October 31, 2014. Independent Financial Group, LLC is a Registered Investment Advisor with offices in San Diego, California. The firm has over 500 employees and over 30,000 clients. The firm specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/31/2014 - Present
Independent Financial Group, LLC (Exton PA)
PA
12/14/2012 - 10/31/2014
H. BECK, INC. (DOWNINGTOWN PA)
BC
Issued 12/22/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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