Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Zichelli is an investment advisor who has been in the industry since December 20, 1994. Mark is currently registered with Quasar Distributors, LLC and has been with them since December 13, 2022. Mark previously worked at COMPASS DISTRIBUTORS, LLC, OLSTEIN CAPITAL MANAGEMENT, L.P., U.S. GROWTH INVESTMENTS, INC., SMITH BARNEY INC. and LEHMAN BROTHERS INC. Mark holds Series 3, 7, and 63 licenses as well as the SIE. Mark is registered to provide investment advice in all 50 states, Washington, D.C., Puerto Rico and the U.S. Virgin Islands.
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.
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.
1
2
NY
12/13/2022 - Present
Quasar Distributors, LLC (Purchase NY)
NY
09/18/2018 - 12/31/2022
COMPASS DISTRIBUTORS, LLC (Purchase NY)
NY
05/09/2001 - 09/17/2018
OLSTEIN CAPITAL MANAGEMENT, L.P. (PURCHASE NY)
MN
07/07/1999 - 02/09/2001
U.S. GROWTH INVESTMENTS, INC. (MINNETONKA MN)
NY
07/31/1993 - 03/13/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
06/01/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 06/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1994
Series 3 - National Commodity Futures Examination
BC
Issued 05/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Zichelli is the right advisor for you? Invested Better is here to help.
