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Mel Piasek

Lifemark Securities Corp.

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About Mel Piasek

Mel Piasek is a financial advisor with Lifemark Securities Corp., a firm based in Rochester, New York. Mel has been a financial advisor for over 27 years, serving individuals and families. Mel focuses on financial planning and portfolio management, and provides customized financial advice based on each client's unique needs. Prior to joining Lifemark Securities Corp., Mel was with Foresters Equity Services, Inc., ING Financial Partners, Inc., and other firms. Mel holds Series 6, 63 and SIE licenses.

Firm Information

Mel Piasek is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mel Piasek’s Registration & Firm History

NY

10/31/2018 - Present

Lifemark Securities Corp. (Pearl River NY)

CA

11/11/2009 - 11/01/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

NY

01/01/2004 - 11/04/2009

ING FINANCIAL PARTNERS, INC. (MONSEY NY)

IA

12/10/2002 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

NY

06/12/1996 - 12/09/2002

NYLIFE SECURITIES INC. (NEW YORK NY)

NY

06/14/1995 - 05/02/1996

USLIFE EQUITY SALES CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/20/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mel Piasek. Review regulatory record here.
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