Mark Santangelo (CRD# 2299610) is an Investment Advisor Representative working at Titan Financial Services, LLC in Emerson, NJ and has over 24 years of experience in the finance industry. Mark Santangelo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | May 2013 - Current | 10 |
| Investment Advisors Asset Management, LLC | Easton, PA | May 2012 - Current | 11 |
| Royal Alliance Associates | Westfield, NJ | Nov 2006 - Current | 17 |
| Titan Financial Services LLC | Emerson, NJ | Jan 1998 - Current | 26 |
| Cpa Seminars | Oradell, NJ | Jun 1992 - Current | 31 |
| Marsan Associates Pc | Oradell, NJ | Jun 1991 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2000 |
- NJ
-
Total Assets Under Management55MILLIONS
-
Total Number of Accounts451ACCOUNTS
-
Average Account Value$122,576
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
NJ
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