Mark Palios, Cfp® Email and Phone Number
Mark Palios, Cfp® work email
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Mark Palios, Cfp® personal email
I have spent 25 years serving the people of Long Island and surrounding areas – providing comprehensive investment and retirement planning to retirees, pre-retirees, business owners and executives, and offering financial education for the larger community. As a CERTIFIED FINANCIAL PLANNER™ professional, I have pledged to serve each investor’s needs with skill, integrity, objectivity, honesty and diligence.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.Raymond James100 Quentin Roosevelt BlvdSuite 209 Garden City NY 11530
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Branch Owner And Branch ManagerRaymond JamesNew York, Ny, Us
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Branch Owner/Branch ManagerRaymond James Mar 2019 - PresentI invest my client's money to work towards their future goals by implementing sound financial and estate planning techniques.
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Vice President, InvestmentsRaymond James Aug 2008 - Mar 2019
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Managing PartnerTen10 Wealth Management Group Mar 2019 - PresentGarden City, New York, UsSecurities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Ten10 Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA/SIPC.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.
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Vice President, InvestmentsA.G. Edwards Jan 1994 - Aug 2008Us
Mark Palios, Cfp® Skills
Mark Palios, Cfp® Education Details
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University At Albany
Frequently Asked Questions about Mark Palios, Cfp®
What company does Mark Palios, Cfp® work for?
Mark Palios, Cfp® works for Raymond James
What is Mark Palios, Cfp®'s role at the current company?
Mark Palios, Cfp®'s current role is Branch Owner and Branch Manager.
What is Mark Palios, Cfp®'s email address?
Mark Palios, Cfp®'s email address is ma****@****mes.com
What schools did Mark Palios, Cfp® attend?
Mark Palios, Cfp® attended University At Albany.
What are some of Mark Palios, Cfp®'s interests?
Mark Palios, Cfp® has interest in Snowboarding, Golf, Personal Interests Include Football, Physical Fitness.
What skills is Mark Palios, Cfp® known for?
Mark Palios, Cfp® has skills like Investments, Securities, Series 63, Retirement, Wealth Management, Investment Advisory, Strategic Financial Planning, Portfolio Management, Retirement Planning, Series 7, Asset Allocation, Mutual Funds.
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