Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Scalera is a financial advisor registered with World Investment Advisors, LLC. Mark has been in the financial industry since 1985 and has a wide range of experience. Mark specializes in working with individuals, high net worth individuals, pension and profit sharing plans, corporations and other businesses, and charitable organizations. Mark holds the Series 6, Series 63, and SIE licenses. Mark is also a registered Investment Advisor Representative. In addition to his work with World Investment Advisors, LLC, Mark also owns and operates Benefitmark, a non-variable insurance and employee benefits brokerage and consulting firm.
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
NJ
10/25/2019 - Present
World Investment Advisors, LLC (Lebanon NJ)
NJ
08/25/2017 - 10/03/2019
PENSIONMARK SECURITIES, LLC (New Providence NJ)
NJ
05/02/2016 - 08/30/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (MORRISTOWN NJ)
NJ
09/18/2008 - 05/23/2016
LPL FINANCIAL LLC (MORRISTOWN NJ)
NJ
05/27/1999 - 09/19/2008
NATIONAL PLANNING CORPORATION (MURRAY HILL NJ)
GA
09/14/1995 - 05/29/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NY
10/18/1993 - 08/01/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
01/06/1989 - 09/08/1993
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
09/26/1983 - 03/14/1987
PRUCO SECURITIES CORPORATION
BC
Issued 01/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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