Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Serafini is a financial advisor who has been active in the industry since May 2011. Mark is currently registered with Cetera Investment Advisers LLC and is a registered representative in Washington and Texas. Mark has previously been registered with VOYA FINANCIAL ADVISORS, INC. Mark has extensive experience in financial services and is well-versed in a range of investment strategies. Mark is committed to providing personalized financial advice to help clients reach their financial goals. Mark is dedicated to providing clients with objective advice and helping them navigate the complex world of finance.
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
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (BELLEVUE WA)
WA
05/26/2011 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BELLEVUE WA)
BOTH
Issued 5/6/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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