Mario ContiCRD Number: 1005859
Current Firm: Cetera Investment Advisers LLC
Mario Conti (CRD# 1005859) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Annapolis, MD and has over 41 years of experience in the finance industry. Mario Conti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cambridge Investment Research Advisors, Inc.
|Cetera Investment Advisers LLC||Annapolis, MD||Mar 2020 - Current||2|
|First National Bank Of Pa||Annapolis, MD||Feb 2020 - Current||2|
|Cetera Investment Services LLC||St Cloud, MN||Feb 2020 - Current||2|
|Unemployed||Annapolis, MD||May 2019 - Feb 2020||< 1|
|Pnc Wealth Management||Annapolis, MD||Feb 2015 - May 2019||4|
|Bb&t Investment Services, Inc.||Bluffington, SC||Jul 2014 - Feb 2015||< 1|
|Unemployed||Savannah, GA||Apr 2013 - Jul 2014||1|
|Suntrust Securities, Inc.||Vienna, VA||May 2000 - Mar 2013||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1981|
|S66||NASAA Uniform Combined State Law Examination||Mar 2020|
Total Assets Under Management35,762MILLIONS
Total Number of Accounts169,758ACCOUNTS
Average Account Value$210,662
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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