Mark GiordanoCRD Number: 5914669
Current Firm: American Portfolios Advisors, Inc.
Mark Giordano (CRD# 5914669) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 5 years of experience in the finance industry.
|American Portfolios Financial Services, Inc.||Holbrook, NY||May 2014 - Current||2|
|Axa Advisors LLC||New York, NY||Jul 2011 - May 2014||2|
|Umemployed||Peekskill, NY||Dec 2010 - Jun 2011||< 1|
|Toys R Us||Myrtle Beach, SC||Nov 2010 - Dec 2010||< 1|
|Unemployed||Peekskill, NY||Oct 2010 - Nov 2010||< 1|
|Marist College||Poughkeepsie, NY||Aug 2005 - Oct 2010||5|
|Daytop Village Inc.||Rhinebeck, NY||May 2009 - Sep 2010||1|
|Silverman Wealth Management||Poughkeepsie, NY||Jan 2010 - Apr 2010||< 1|
|Trump National Golf Course||Hopewill Junction, NY||May 2004 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2011|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
Total Assets Under Management2,864MILLIONS
Total Number of Accounts14,826ACCOUNTS
Average Account Value$193,205
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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