Years of Experience
5-20+ Years
WILKES BARRE, PA
25 Years Experience
2 Disclosures
ADVISOR BIO
Mark Korlishin is a financial advisor with over 23 years of experience. Mark is currently registered with Morgan Stanley and has been with the firm since June 2009. Prior to joining Morgan Stanley, Mark was registered with Citigroup Global Markets Inc. from December 1999 to June 2009. Mark holds Series 7, 63, and SIE licenses. Mark has experience in a variety of areas, including financial planning, portfolio management, and asset allocation advice. Mark also has experience working with a variety of clients, including individuals, families, businesses, and institutions. Mark is committed to providing his clients with personalized financial advice and strategies that are designed to help them achieve their financial goals.
SPECIALIZATIONS
ALLENTOWN, PA
33 Years Experience
2 Disclosures
ADVISOR BIO
Mark Jerome Lasko is a registered investment advisor representative with MML Investors Services, LLC. Mark is active in the financial services industry since 1991. Mark holds the Series 6, Series 63, and SIE licenses. Mark has been registered with MML Investors Services, LLC since March 25, 2017. Mark is also registered with FINRA and has been active in Pennsylvania and Texas. Mark has worked at MSI FINANCIAL SERVICES, INC., and METROPOLITAN LIFE INSURANCE COMPANY. Mark provides financial planning, portfolio management for businesses and individuals, pension consulting, and asset allocation programs. Mark also conducts educational seminars and assists in the selection of other advisors.
SPECIALIZATIONS
SEWICKLEY, PA
39 Years Experience
2 Disclosures
ADVISOR BIO
Mark F. Santia is a financial advisor with RBC Capital Markets, LLC in Sewickley, Pennsylvania. Mark has been in the industry since 1985. Mark's previous experience includes roles at UBS Financial Services Inc., Citigroup Global Markets Inc. and Lehman Brothers Inc. Mark specializes in providing financial advice for individuals, businesses, and institutions.
SPECIALIZATIONS
WEST CHESTER, PA
25 Years Experience
0 Disclosures
ADVISOR BIO
Mark Meloro is a financial advisor with over 20 years of experience in the financial services industry. Mark is currently registered with Market Street Wealth Management, LLC, which provides fee-based investment management and planning services. Previously, Mark was registered with several other firms including Princor Financial Services Corporation and First Montauk Securities Corp. Mark holds Series 6, 7, 63, and 65 licenses as well as the Securities Industry Essentials (SIE) Examination. Mark specializes in providing financial planning, investment management, and tax preparation services.
SPECIALIZATIONS
PITTSBURGH, PA
19 Years Experience
0 Disclosures
ADVISOR BIO
Mark Angelo Manetti is a financial advisor with over 16 years of experience in the industry. Mark is currently registered with Allegheny Investments, Ltd. and Allegheny Financial Group Ltd. Mark has extensive experience working with individuals, high-net-worth individuals, corporations, trusts, and charitable organizations. Mark is also a Certified Financial Planner.
SPECIALIZATIONS
Premier Advisor
LPL Financial LLC
PHILADELPHIA, PA
26 Years Experience
0 Disclosures
ADVISOR BIO
I have over 30 years of experience in the insurance and wealth management industries, and I help our valued clients simplify their financial lives and develop a customized strategy to pursue their financial and lifetime goals. I established a boutique wealth management firm in 2016 with LPL Financial . after acquiring a financial planning practice from my father Gerald P. Katelhon, CLU, ChFC, who worked with Securian Financial for almost 40 years. Under my leadership, our client base has grown exponentially to over 1,500 doctors, attorneys, CPA's and business owners as well as other professionals. We are delighted to be able to serve such a diverse group of people; it truly has been a rewarding experience. I hold a Master of Business Administration (MBA) from Inter-American University in Finance and Marketing. I also hold the FINRA series 7 & 66 registered through LPL Financial. In addition, I am a past VP of membership of the American Marketing Association Philadelphia Chapter and a past participant in the Institute of Management Consultants. I reside in the Northern Liberties section of Philadelphia, PA and have worked with several Philadelphia civic organizations to improve the quality of life in the City of Philadelphia. When not working with clients, I enjoy attending local sporting events including Eagles, Flyers, Phillies and 76ers games. I also enjoy travelling, spending time in Ocean City, NJ and South Florida and spending as much time as possible with friends and family.
SPECIALIZATIONS
PITTSBURGH, PA
14 Years Experience
0 Disclosures
ADVISOR BIO
Mark Adam Speedy is a financial advisor with Osaic Wealth, Inc. located in Pittsburgh, PA. Mark has been in the financial services industry since 2010. He is a Certified Financial Planner™ professional with over 13 years of experience providing financial advice to individuals, families, and businesses. Mark specializes in helping clients develop and implement personalized financial plans that address their unique goals and objectives. He provides a variety of financial services, including investment management, retirement planning, college savings, and estate planning. Mark is committed to providing his clients with the highest level of service and expertise. Mark is also a registered representative of Sagepoint Financial, Inc. and Osaic Wealth, Inc.
SPECIALIZATIONS
EAST BERLIN, PA
25 Years Experience
5 Disclosures
ADVISOR BIO
Mark Richard Harbaugh is a financial advisor with Edward Jones. Mark has been in the financial industry since 1998. Mark is registered with the state of Pennsylvania and holds the Series 6, 7, 24, 26, 63 and 65 licenses. Mark is also registered with FINRA. Mark specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and other clients. Mark's primary office is located at 201 HARRISBURG ST #1, EAST BERLIN, PA 17316-8824. Mark previously worked for CUSO Financial Services, LP, M&T Securities, Inc., and Keystone Brokerage, LLC.
SPECIALIZATIONS
PITTSBURGH, PA
39 Years Experience
0 Disclosures
ADVISOR BIO
Mark Luschini is a financial advisor with Janney Montgomery Scott LLC. Mark has been in the financial industry for 37 years and has a strong track record of success. Mark has provided advisory services to a wide range of clients, including individuals, families, businesses, and institutions. Mark is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals. Mark has a deep understanding of the financial markets and is committed to staying up-to-date on the latest trends and developments. Mark is registered with FINRA as a General Securities Representative and a Municipal Securities Principal, as well as a Registered Investment Advisor in Pennsylvania and Texas.
SPECIALIZATIONS
State College, PA
10 Years Experience
0 Disclosures
ADVISOR BIO
Mark Michael Hood is a financial advisor with Cambridge Investment Research Advisors, Inc. Mark has been in the industry since March 2015 and is registered in 14 states. Mark specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Mark is also a registered representative of Cambridge Investment Research, Inc. and has been with the firm since February 2015.
SPECIALIZATIONS
