Mark Salerno (CRD# 1426851) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Kenosha, WI and has over 5 years of experience in the finance industry.
CRD# 4375964
Oneamerica Securities, Inc.
CRD# 5842757
Edward Jones
CRD# 837590
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coordinated Capital Securities Inc. | Madison, WI | Mar 2018 - Current | 6 |
| Lupo Futures LLC | Chicago, IL | May 2016 - Aug 2018 | 2 |
| Wsp Commodity Trading | Chicago, IL | Jan 2011 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
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Total Assets Under Management232MILLIONS
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Total Number of Accounts534ACCOUNTS
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Average Account Value$435,386
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IN, KY, MN, NC, OH, SC, TN, TX, WI
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