Mario Basilone (CRD# 6035458) is an Investment Advisor Representative working at Eaton Financial Group in Coral Springs, FL and has over 11 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Advisory Services Group LLC | Boca Raton, FL | Mar 2024 - Current | < 1 |
| Eaton Financial Holdings Company, LLC | Coral Springs, FL | Oct 2022 - Current | 1 |
| Equitable Advisors, LLC | New York, NY | Aug 2012 - Oct 2022 | 10 |
| Axa Advisors, LLC | New York, NY | Aug 2012 - Jun 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2012 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- FL
-
Total Assets Under Management433MILLIONS
-
Total Number of Accounts1,953ACCOUNTS
-
Average Account Value$221,629
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NC, NJ, NY, OH, PA, TX
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