Mark Alberti
Vice President, Senior Financial Advisor
- Role
- Senior Financial Advisor, Vice President at Merrill Lynch
- Location
- Great Neck, NY, US
- LinkedIn followers
- 500 followers
About Mark Alberti
Experience MattersWe are committed to providing the highest level of financial advice for our clientsWe will develop an intimate understanding of what the driving goals and fears are of each of our clients as we understand each decision has personal ramifications.We will stick to the standard of competence and integrity as well as dedication to each clientOur vision is to be the most respected and referred Financial services brand.
Experience
Senior Financial Advisor, Vice President
Oct 1998 — Present
Education
Saint Bonaventure University
Bachelor's Degree
1989 — 1993
Skills
- Equities
- Financial Planning
- Mortgage Lending
- Financial Analysis
- Wealth Management
- 401k
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Retirement Planning
- Series 63
- Securities
- Relationship Management
- Finance
- Series 7
- Portfolio Management
- Loans
- Iras
- Credit
- Bonds
- Strategic Financial Planning
- Investments
- Investment Advisory
- Asset Managment
- Fixed Income
- Financial Services
- Asset Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.