Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Giordano is a financial advisor with Osaic Wealth, Inc., with over 13 years of experience in the financial services industry. Mark's current registrations include Connecticut, Georgia, New York, North Carolina, and Pennsylvania. Mark has extensive experience in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses. Prior to joining Osaic Wealth, Inc. in 2024, Mark was employed at American Portfolios Financial Services, Inc. in Holbrook, NY. Mark is also a registered representative with FINRA, and holds the Series 63, Series 7, and Series 65 licenses, as well as the SIE exam. Mark is also involved in other businesses, including Focus Financial Group Management and Consulting LLC. Mark is dedicated to providing his clients with a personalized and comprehensive approach to financial planning.
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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AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
06/06/2011 - 05/28/2014
AXA ADVISORS, LLC (POUGHKEEPSIE NY)
IA
Issued 04/26/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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