Mark FilibertoCRD Number: 1378975
Current Firm: Cuna Brokerage Services, Inc.
Mark Filiberto (CRD# 1378975) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Islandia, NY and has over 32 years of experience in the finance industry.
Abbondandolo Wealth Management Corp
Ubs Financial Services Inc.
American Portfolios Advisors, Inc.
|Suffolk Federal Credit Union||Medford, NY||Oct 2013 - Current||4|
|Cuna Brokerage Services, Inc.||Waverly, IA||Oct 2013 - Current||4|
|Cuna Mutual Group||Waverly, IA||May 2012 - Sep 2013||1|
|Cuna Brokerage Services, Inc.||Waverly, IA||May 2012 - Sep 2013||1|
|Unemployed||East Northport, NY||Apr 2012 - May 2012||< 1|
|Djf Discount Brokers, Inc.||Great Neck, NY||Sep 1992 - Mar 2012||19|
|R&r Planning Group, Ltd||Lake Success, NY||Jun 1992 - Mar 2012||19|
|Investment Professionals, Inc.||San Antonio, TX||Oct 2010 - Oct 2011||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1985|
|S65||NASAA Investment Advisors Law Examination||Oct 2004|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management1,868MILLIONS
Total Number of Accounts11,341ACCOUNTS
Average Account Value$164,749
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV