Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Nardella is a financial advisor with Pinnacle Investments, LLC. Mark has been in the financial services industry since 1997. Mark has worked as a financial advisor for VALIC Financial Advisors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark is registered in 16 states, including New York, Florida, and Texas. Mark specializes in working with high-net-worth individuals, corporations, and individuals other than high-net-worth. Mark's experience and expertise allow him to provide his clients with a variety of financial services, including financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Educational workshops
1
2
NY
01/15/2025 - Present
Pinnacle Investments, LLC (EAST SYRACUSE NY)
NY
12/14/2010 - 08/23/2019
VALIC FINANCIAL ADVISORS, INC. (SYRACUSE NY)
NY
10/23/2009 - 12/15/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCHESTER NY)
NY
05/12/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROCHESTER NY)
NY
07/10/1997 - 05/17/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)
IA
Issued 08/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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