Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Carlozzi is a financial advisor who has been in the industry since December 1986. Mark is currently registered with Osaic Wealth, Inc. as a Registered Representative. Mark is also a registered Investment Advisor Representative with Osaic Wealth, Inc. Mark specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Mark also offers a variety of other investment related products and services through his company Carlozzi Financial Services.
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.
1
2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
OH
03/04/2009 - 01/03/2022
NEXT FINANCIAL GROUP, INC. (POLAND OH)
OH
08/22/1997 - 03/06/2009
QUESTAR CAPITAL CORPORATION (POLAND OH)
FL
08/02/1996 - 08/27/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
OH
12/18/1992 - 08/09/1996
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
NA
12/02/1986 - 12/21/1993
FIDELITY EQUITY SERVICES CORPORATION
BC
Issued 02/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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