Mark MerlottiCRD Number: 1251289
Current Firm: Securian Financial Services, Inc.
Mark Merlotti (CRD# 1251289) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Saint Louis, MO and has over 33 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Securian Financial Services Inc.||St. Paul, MN||Dec 2014 - Current||3|
|Minnesota Life||St. Paul, MN||Dec 2014 - Current||3|
|Renaissance Financial||St. Louis, MO||Dec 2014 - Current||3|
|Aon Securities Corporation||Clayton, MO||Dec 1999 - Dec 2014||15|
|Aon Consulting (and Predecessors)||Clayton, MO||Mar 1983 - Dec 2014||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1984|
|S65||NASAA Investment Advisors Law Examination||Jan 2015|
Total Assets Under Management7,655MILLIONS
Total Number of Accounts33,011ACCOUNTS
Average Account Value$231,901
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV