Mark Ragonese (CRD# 7188118) is an Investment Advisor Representative working at Pelican Wealth Advisors, LLC in Somerset, NJ and has over 4 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mar Financial LLC | Bridgewater, NJ | Jan 2024 - Current | < 1 |
| Pelican Wealth Advisors, LLC | Bonita Springs, FL | Apr 2023 - Current | 1 |
| Pelican Wealth Advisors, LLC | Bonita Springs, FL | Oct 2019 - Current | 4 |
| Bausch Health Us, LLC | Bridgewater, NJ | Jul 2017 - Current | 6 |
| Bausch Health Us, LLC | Bridgewater, NJ | Jan 2011 - Jul 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- FL
- NJ
-
Total Assets Under Management59MILLIONS
-
Total Number of Accounts292ACCOUNTS
-
Average Account Value$202,620
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, NJ
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