LifeMark Securities Corp
Description
Address: 400 W Metro Park # 1, Rochester, NY 14623 Hours: Closed ⋅ Opens 9AM Tue Monday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (585) 424-5672: Place name: : Website: Category: : : : : Website: http://lifemark.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of LifeMark Securities Corporation Posting publicly on the Web Write a review Reviews"I have never done business a more genuine and responsive company." "We've been with this broker-dealer for less than a year and they're phenomenal." View all Google reviews
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LifeMark Securities Corp Employees
Employee
Years
Job
Industry
Brad Maikranz Brad Maikranz's LifeMark Securities Corp Experience June 2012 - Present
Job Summit Financial Solutions, LLC at Investment Advisor
Industry Investment Management
Experience
LifeMark Securities Corp June 2012 - Present
Investment Advisor July 2012 - Present
Colonial Assisted Living July 2009 - Present
Forsyth Securities Inc. January 2006 - June 2012
Sigma Financial Corporation May 2005 - January 2006
Fifth Third Securities October 1997 - March 2005
Citizens National Bank March 1995 - March 1997
Citizens National Bank October 1992 - March 1995
Skills
Investments, Wealth Management, Financial Planning, Retirement Planning, Strategic Financial..., Portfolio Management, Financial Advisory, Estate Planning, Fixed Annuities, Asset Allocation, Investment Advisory, Equities, Alternative Investments, Insurance, ETFs, Asset Management, Investment Strategies, Asset Managment, Series 7, Wealth Management..., Bonds, Series 63, Securities, Wealth, Retirement, Fixed Income, 401k, Financial Planners, Series 65, Options, Separately Managed..., IRAs, Series 24, FINRA, Investment Management, Life Insurance, Equity Research, Finance, Mutual Funds, Financial Services, Risk Management, Strategic Planning, Financial Analysis, Strategy, Registered Investment..., Microsoft Office
Education
University of Evansville 1988 — 2002
Bachelor of Applied Science (B.A.Sc.), Economics & Finance
Princeton Community High School 1984 — 1988
yes, College Prep
LifeMark Securities Corp June 2012 - Present
Investment Advisor July 2012 - Present
Colonial Assisted Living July 2009 - Present
Forsyth Securities Inc. January 2006 - June 2012
Sigma Financial Corporation May 2005 - January 2006
Fifth Third Securities October 1997 - March 2005
Citizens National Bank March 1995 - March 1997
Citizens National Bank October 1992 - March 1995
Skills
Investments, Wealth Management, Financial Planning, Retirement Planning, Strategic Financial..., Portfolio Management, Financial Advisory, Estate Planning, Fixed Annuities, Asset Allocation, Investment Advisory, Equities, Alternative Investments, Insurance, ETFs, Asset Management, Investment Strategies, Asset Managment, Series 7, Wealth Management..., Bonds, Series 63, Securities, Wealth, Retirement, Fixed Income, 401k, Financial Planners, Series 65, Options, Separately Managed..., IRAs, Series 24, FINRA, Investment Management, Life Insurance, Equity Research, Finance, Mutual Funds, Financial Services, Risk Management, Strategic Planning, Financial Analysis, Strategy, Registered Investment..., Microsoft Office
Education
University of Evansville 1988 — 2002
Bachelor of Applied Science (B.A.Sc.), Economics & Finance
Princeton Community High School 1984 — 1988
yes, College Prep
Frank Parlato Frank Parlato's LifeMark Securities Corp Experience October 2012 - September 2014
Job Wealth Advisor at Palomar Financial Services, LLC
Industry Financial Services
Experience
Palomar Financial Services, LLC September 2014 - Present
LifeMark Securities Corp October 2012 - September 2014
UnionBanc Investments July 2006 - December 2010
Wells Fargo Advisors May 2004 - July 2006
WM Financial Services March 1999 - April 2004
Skills
401k Rollovers, Retirement Planning, Financial Advisory, IRAs, Investment Advisory, Retirement, Fixed Annuities, Asset Allocation, Uniform Combined State..., Alternative Investments, Series 63, Investment Strategies, Long-term Care, Investments, Wealth Management, Strategic Financial..., Mutual Funds, 401k, Securities, Portfolio Management, Series 7, Life Insurance, ETFs, Separately Managed..., Financial Services, Traditional IRA, Roth IRA, SEP IRA, Indexed Annuities, Life & Health Insurance..., Wealth, Finance, Estate Planning, Asset Management, Insurance
Education
California State University-Fullerton
Bachelor of Business Administration(B.B.A.), Management
Palomar Financial Services, LLC September 2014 - Present
LifeMark Securities Corp October 2012 - September 2014
UnionBanc Investments July 2006 - December 2010
Wells Fargo Advisors May 2004 - July 2006
WM Financial Services March 1999 - April 2004
Skills
401k Rollovers, Retirement Planning, Financial Advisory, IRAs, Investment Advisory, Retirement, Fixed Annuities, Asset Allocation, Uniform Combined State..., Alternative Investments, Series 63, Investment Strategies, Long-term Care, Investments, Wealth Management, Strategic Financial..., Mutual Funds, 401k, Securities, Portfolio Management, Series 7, Life Insurance, ETFs, Separately Managed..., Financial Services, Traditional IRA, Roth IRA, SEP IRA, Indexed Annuities, Life & Health Insurance..., Wealth, Finance, Estate Planning, Asset Management, Insurance
Education
California State University-Fullerton
Bachelor of Business Administration(B.B.A.), Management
Dhruv Gupta Dhruv Gupta's LifeMark Securities Corp Experience January 2014 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
LifeMark Securities Corp January 2014 - Present
Essential Wealth Advisors LLC July 2010 - Present
Sainergy Inc. February 2001 - Present
Fremont Bank April 2007 - May 2008
US Bank August 2006 - March 2007
Comerica Bank November 1999 - April 2005
Sanwa Bank 1997 - 1999
Skills
Employee Benefits, Investments, Banking, Financial Services, Loans, Business Analysis, Portfolio Management, Retirement Planning, Strategic Financial..., Risk Management, Financial Analysis, Wealth Management, SAP, Credit, Insurance, Mutual Funds, Commercial Lending, Business Strategy, Asset Managment, Business Intelligence, Management, Business Development, Integration, Strategic Planning, 401k, Disability Insurance, Long-term Care, Mergers & Acquisitions, Executive Management, Finance, Strategy, Financial Planning
Education
University of San Francisco 2002 — 2003
MBA, Business/Managerial Economics
California State University-Hayward 1986 — 1993
Bachelor of Science (B.S.)
LifeMark Securities Corp January 2014 - Present
Essential Wealth Advisors LLC July 2010 - Present
Sainergy Inc. February 2001 - Present
Fremont Bank April 2007 - May 2008
US Bank August 2006 - March 2007
Comerica Bank November 1999 - April 2005
Sanwa Bank 1997 - 1999
Skills
Employee Benefits, Investments, Banking, Financial Services, Loans, Business Analysis, Portfolio Management, Retirement Planning, Strategic Financial..., Risk Management, Financial Analysis, Wealth Management, SAP, Credit, Insurance, Mutual Funds, Commercial Lending, Business Strategy, Asset Managment, Business Intelligence, Management, Business Development, Integration, Strategic Planning, 401k, Disability Insurance, Long-term Care, Mergers & Acquisitions, Executive Management, Finance, Strategy, Financial Planning
Education
University of San Francisco 2002 — 2003
MBA, Business/Managerial Economics
California State University-Hayward 1986 — 1993
Bachelor of Science (B.S.)
Christopher Priest's LifeMark Securities Corp Experience March 2005 - September 2006
Job Financial Consultant at Investors Capital
Industry Financial Services
Experience
Investors Capital February 2015 - Present
Financial Service Partners January 2010 - February 2015
Centra Financial Group September 2006 - December 2009
LifeMark Securities Corp March 2005 - September 2006
Paychex September 2003 - March 2005
Skills
I have expertise in..., Retirement Planning, Retirement, Life Insurance, Disability Insurance, Financial Services, Financial Planners, Finance, FINRA, Sales Operations, Personal Finance, Mutual Funds, Strategic Financial..., Estate Planning, 401k, IRAs, Series 6
Education
Indiana University Bloomington 1999 — 2003
Bachelor of Science (B.S.), Sports Communication
Investors Capital February 2015 - Present
Financial Service Partners January 2010 - February 2015
Centra Financial Group September 2006 - December 2009
LifeMark Securities Corp March 2005 - September 2006
Paychex September 2003 - March 2005
Skills
I have expertise in..., Retirement Planning, Retirement, Life Insurance, Disability Insurance, Financial Services, Financial Planners, Finance, FINRA, Sales Operations, Personal Finance, Mutual Funds, Strategic Financial..., Estate Planning, 401k, IRAs, Series 6
Education
Indiana University Bloomington 1999 — 2003
Bachelor of Science (B.S.), Sports Communication
Vincent Micciche CRCP GFS(tm) Vincent Micciche CRCP GFS(tm)'s LifeMark Securities Corp Experience January 1983 - Present
Job Chief Executive Officer at LifeMark Securities Corp.
Industry Financial Services
Experience
LifeMark Securities Corp January 1983 - Present
Insurance & Securities Regulatory Consulting ISRC LLC January 2002 - Present
Skills
Securities, FINRA, Risk Management, Mutual Funds, Options, Securities Litigation, Financial Services, Arbitration, Investments, Series 7, Expert Witness, Litigation Support, Securities Regulation, Equities, Mediation
Education
Alfred State College - SUNY College of Technology
Rochester Institute of Technology
LifeMark Securities Corp January 1983 - Present
Insurance & Securities Regulatory Consulting ISRC LLC January 2002 - Present
Skills
Securities, FINRA, Risk Management, Mutual Funds, Options, Securities Litigation, Financial Services, Arbitration, Investments, Series 7, Expert Witness, Litigation Support, Securities Regulation, Equities, Mediation
Education
Alfred State College - SUNY College of Technology
Rochester Institute of Technology
Liz Casper, CLU, ChFC's LifeMark Securities Corp Experience September 2001 - Present
Job Managing Director at Upstate Special Risk Services
Industry Insurance
Experience
LifeMark Securities Corp. September 2001 - Present
Upstate Special Risk Services October 1998 - Present
Skills
Insurance, Underwriting, Strategic Planning, Investments, New Business Development, Marketing Strategy, Website Development, Strategic Financial..., Retirement Planning, Employee Benefits, Portfolio Management, Customer Service, Mutual Funds, Asset Management, Wealth Management, Health Insurance, Risk Management, 401k, Retirement, Investment Advisory, Marketing, Life Insurance, Term Life Insurance, Series 63, Fixed Annuities, Series 7, Mergers & Acquisitions, Executive Management, Business Planning, Estate Planning, Disability Insurance, Small Business, Management, Long-term Care, Financial Services, IRAs, Securities, Series 6, Financial Planners, Wealth, Financial Planning
Education
State University of New York Empire State College 2003 — 2010
Marketing
St. John Fisher College 1995 — 1996
Paralegal studies
LifeMark Securities Corp. September 2001 - Present
Upstate Special Risk Services October 1998 - Present
Skills
Insurance, Underwriting, Strategic Planning, Investments, New Business Development, Marketing Strategy, Website Development, Strategic Financial..., Retirement Planning, Employee Benefits, Portfolio Management, Customer Service, Mutual Funds, Asset Management, Wealth Management, Health Insurance, Risk Management, 401k, Retirement, Investment Advisory, Marketing, Life Insurance, Term Life Insurance, Series 63, Fixed Annuities, Series 7, Mergers & Acquisitions, Executive Management, Business Planning, Estate Planning, Disability Insurance, Small Business, Management, Long-term Care, Financial Services, IRAs, Securities, Series 6, Financial Planners, Wealth, Financial Planning
Education
State University of New York Empire State College 2003 — 2010
Marketing
St. John Fisher College 1995 — 1996
Paralegal studies
Scott Klag Scott Klag's LifeMark Securities Corp Experience 2008 - Present
Job Market Manager, Northern Ohio, Humana Inc.
Industry Financial Services
Experience
Project Phoenix Branch ManagerPROJECT PHOENIXOctober 2008 - Present
LifeMark Securities Corp 2008 - Present
MetLife Financial Services September 2003 - October 2008
Education
Kent State University 1982 — 1988
BBA, Real Estate, Finance
Project Phoenix Branch ManagerPROJECT PHOENIXOctober 2008 - Present
LifeMark Securities Corp 2008 - Present
MetLife Financial Services September 2003 - October 2008
Education
Kent State University 1982 — 1988
BBA, Real Estate, Finance
Linda Black Linda Black's LifeMark Securities Corp Experience August 2008 - Present
Job Financial Advisor at LifeMark Securities Corp
Industry Financial Services
Experience
LifeMark Securities Corp August 2008 - Present
Financial Planning and Marketing Group April 1998 - August 2008
Skills
Retirement Planning, Fee Based Financial..., Portfolio Optimization, Investment Management, Fixed Annuities, Mutual Funds, Retirement, Portfolio Management, Investments, Strategic Financial..., 401k, Risk Management, Series 7, Long-term Care, Disability Insurance, Estate Planning, Financial Planning, Securities, Strategic Planning, Small Business
Education
Birmingham-Southern College
College for Financial Planning
CRPC, Retirement Planning
The American College
ChFC, RICP, Financial Planning
LifeMark Securities Corp August 2008 - Present
Financial Planning and Marketing Group April 1998 - August 2008
Skills
Retirement Planning, Fee Based Financial..., Portfolio Optimization, Investment Management, Fixed Annuities, Mutual Funds, Retirement, Portfolio Management, Investments, Strategic Financial..., 401k, Risk Management, Series 7, Long-term Care, Disability Insurance, Estate Planning, Financial Planning, Securities, Strategic Planning, Small Business
Education
Birmingham-Southern College
College for Financial Planning
CRPC, Retirement Planning
The American College
ChFC, RICP, Financial Planning
Alex Georgiev Alex Georgiev's LifeMark Securities Corp Experience March 2007 - Present
Job Director of Operations at LifeMark Securities Corp
Industry Investment Management
Experience
LifeMark Securities Corp March 2007 - Present
LifeMark Securities Corp April 2011 - Present
LifeMark Securities Corp March 2007 - Present
Skills
Investments, Mutual Funds, Retirement Planning, Wealth Management, Portfolio Management, Securities, Financial Planning, Risk Management, Series 7, Customer Service, Fixed Annuities, Insurance, Strategic Planning, Alternative Investments, Asset Management, Series 63, Series 65
Education
State University of New York College at Oswego 2003 — 2006
BA, Finance
LifeMark Securities Corp March 2007 - Present
LifeMark Securities Corp April 2011 - Present
LifeMark Securities Corp March 2007 - Present
Skills
Investments, Mutual Funds, Retirement Planning, Wealth Management, Portfolio Management, Securities, Financial Planning, Risk Management, Series 7, Customer Service, Fixed Annuities, Insurance, Strategic Planning, Alternative Investments, Asset Management, Series 63, Series 65
Education
State University of New York College at Oswego 2003 — 2006
BA, Finance
Samuel Galatioto Samuel Galatioto's LifeMark Securities Corp Experience August 2012 - Present
Job Registered Representative at LifeMark Securities Corp
Industry Financial Services
Experience
OC Financial Group, LLC August 2012 - Present
LifeMark Securities Corp August 2012 - Present
Morgan Stanley March 2010 - April 2012
Merrill Lynch April 2005 - March 2010
Terry L. Jones Financial & Insurance Services October 2002 - April 2005
Skills
Series 7, Alternative Investments, Retirement Planning, Series 63, Finance, Wealth Management, Asset Allocation, Strategic Financial..., Management, Investments, Retirement, Risk Management, Portfolio Management, Financial Services, Investment Advisory, Mutual Funds, Financial Planning, Asset Management, Mortgage Lending, Fixed Income, Equities, Investment Strategies, Series 66, Bonds, Hedge Funds, Private Equity, Managed Futures, REIT, ETFs, CEF, Options, IPO, Life Insurance, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Margin, Portfolio Lending, Structured Products, Fee Based Platforms, Real Estate Sales, Life Agents, Business Sales, Variable Contracts, Mortgages
Education
California State University-Long Beach 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
El Camino College 1997 — 1999
Associate of Science (A.S.), Business/Managerial Economics
El Segundo High School 1993 — 1997
OC Financial Group, LLC August 2012 - Present
LifeMark Securities Corp August 2012 - Present
Morgan Stanley March 2010 - April 2012
Merrill Lynch April 2005 - March 2010
Terry L. Jones Financial & Insurance Services October 2002 - April 2005
Skills
Series 7, Alternative Investments, Retirement Planning, Series 63, Finance, Wealth Management, Asset Allocation, Strategic Financial..., Management, Investments, Retirement, Risk Management, Portfolio Management, Financial Services, Investment Advisory, Mutual Funds, Financial Planning, Asset Management, Mortgage Lending, Fixed Income, Equities, Investment Strategies, Series 66, Bonds, Hedge Funds, Private Equity, Managed Futures, REIT, ETFs, CEF, Options, IPO, Life Insurance, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Margin, Portfolio Lending, Structured Products, Fee Based Platforms, Real Estate Sales, Life Agents, Business Sales, Variable Contracts, Mortgages
Education
California State University-Long Beach 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
El Camino College 1997 — 1999
Associate of Science (A.S.), Business/Managerial Economics
El Segundo High School 1993 — 1997
David Keogh's LifeMark Securities Corp Experience April 2014 - Present
Job Expert / Consultant & Director of Compliance at LifeMark Securities Corp
Industry Financial Services
Experience
DJK Consulting LLC March 2003 - Present
LifeMark Securities Corp April 2014 - Present
Anderson House April 2010 - Present
Professional Economic Growth Group February 2011 - August 2012
Lincoln Financial Advisors/Sagemark Consulting September 2008 - April 2010
Parker Financial Corp. November 2005 - March 2007
Grayson Financial Corporation February 2002 - April 2004
Merrill Lynch, Pierce, Fenner & Smith May 1997 - March 2001
First Metropolitan Securities November 1995 - May 1997
Meyers Pollock & Robbins May 1994 - October 1995
Skills
Series 4, Series 7, Series 8, Series 63, Series 65, Life & Health Insurance..., Securities Litigation, Expert Witness, Options, Equities, Litigation Support, Litigation Consulting, Supervision, Suitability, Mutual Funds, Failure to Supervise, Misrepresentation, Securities Fraud, Ponzi Schemes, Compliance Examinations, FINRA, Margin, Rule 144, CRD, Surveillance, Strategic Planning, Trading, Compliance, Office Administration, New Business Development, Strategic Partnerships, Project Management, Microsoft Excel, Microsoft Word, Arbitration, Risk Management, Securities Regulation, Investments, Financial Services, Securities, Mediation, Investment Advisory, Wealth Management, Financial Markets, Finance, Retirement Planning, Alternative Investments, Asset Allocation, Investment Strategies, Investment Banking
Education
St. Peter's College 1986 — 1988
Business Administration and Management, General
DJK Consulting LLC March 2003 - Present
LifeMark Securities Corp April 2014 - Present
Anderson House April 2010 - Present
Professional Economic Growth Group February 2011 - August 2012
Lincoln Financial Advisors/Sagemark Consulting September 2008 - April 2010
Parker Financial Corp. November 2005 - March 2007
Grayson Financial Corporation February 2002 - April 2004
Merrill Lynch, Pierce, Fenner & Smith May 1997 - March 2001
First Metropolitan Securities November 1995 - May 1997
Meyers Pollock & Robbins May 1994 - October 1995
Skills
Series 4, Series 7, Series 8, Series 63, Series 65, Life & Health Insurance..., Securities Litigation, Expert Witness, Options, Equities, Litigation Support, Litigation Consulting, Supervision, Suitability, Mutual Funds, Failure to Supervise, Misrepresentation, Securities Fraud, Ponzi Schemes, Compliance Examinations, FINRA, Margin, Rule 144, CRD, Surveillance, Strategic Planning, Trading, Compliance, Office Administration, New Business Development, Strategic Partnerships, Project Management, Microsoft Excel, Microsoft Word, Arbitration, Risk Management, Securities Regulation, Investments, Financial Services, Securities, Mediation, Investment Advisory, Wealth Management, Financial Markets, Finance, Retirement Planning, Alternative Investments, Asset Allocation, Investment Strategies, Investment Banking
Education
St. Peter's College 1986 — 1988
Business Administration and Management, General
Joseph Sturges Joseph Sturges's LifeMark Securities Corp Experience August 2013 - Present
Job President / CEO, Financial Planner at Finance Matters LLC
Industry Financial Services
Experience
LifeMark Securities Corp August 2013 - Present
Finance Matters, LLC March 2000 - Present
Centaurus Financial 2009 - December 2012
ING Financial Partners, inc March 2001 - November 2009
Skills
Retirement Planning, Retirement, Estate Planning, Wealth Management, Mutual Funds, Securities, 401k, Investments, IRAs, Finance, Financial Planning, Pensions, Financial Advisory, Life Insurance, Investment Strategies, 401k Rollovers, IRA's, Annuities, Long Term Care, Roth IRA, Insurance Planning, Wealth Accumulation, Trusts, Wealth Transfer, Asset Protection, Alternative Investments
Education
California State University-San Bernardino 1990 — 1992
Communications (major) Business (minor)
Southern Utah University 1987 — 1989
Communications (Major) Business (Minor)
thousand oaks high school
thousand oaks high school
LifeMark Securities Corp August 2013 - Present
Finance Matters, LLC March 2000 - Present
Centaurus Financial 2009 - December 2012
ING Financial Partners, inc March 2001 - November 2009
Skills
Retirement Planning, Retirement, Estate Planning, Wealth Management, Mutual Funds, Securities, 401k, Investments, IRAs, Finance, Financial Planning, Pensions, Financial Advisory, Life Insurance, Investment Strategies, 401k Rollovers, IRA's, Annuities, Long Term Care, Roth IRA, Insurance Planning, Wealth Accumulation, Trusts, Wealth Transfer, Asset Protection, Alternative Investments
Education
California State University-San Bernardino 1990 — 1992
Communications (major) Business (minor)
Southern Utah University 1987 — 1989
Communications (Major) Business (Minor)
thousand oaks high school
thousand oaks high school
Sara Stolberg Berkowicz's LifeMark Securities Corp Experience February 2009 - Present
Job Registered Representative at LifeMark Securities Corp
Industry Financial Services
Experience
LifeMark Securities Corp February 2009 - Present
Kansas State University January 2015 - Present
Can I Keep The House, Inc. August 2008 - Present
BDO October 2007 - August 2008
Can I Keep The House, Inc. January 2002 - September 2007
Divorce Planning & Consulting LLC November 2002 - November 2003
Money Matters February 1990 - November 2002
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Investments, Finance, Mediation, Wealth Management, Insurance, Collaborative Law, Financial Planning, Tax, Securities, Dispute Resolution, Budgeting, Portfolio Management, Research, Health Insurance, Real Estate, Series 7, Series 63, Life Insurance, Accident Insurance, Disability Insurance, Long-term Care, Variable Annuities, Real Estate Broker
Education
Kansas State University 2011 — 2016
PhD, Financial Planning
College for Financial Planning 2010 — 2011
Master's degree, Financial Planning, 4.0 GPA
Binghamton University
BA, Political Science
LifeMark Securities Corp February 2009 - Present
Kansas State University January 2015 - Present
Can I Keep The House, Inc. August 2008 - Present
BDO October 2007 - August 2008
Can I Keep The House, Inc. January 2002 - September 2007
Divorce Planning & Consulting LLC November 2002 - November 2003
Money Matters February 1990 - November 2002
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Investments, Finance, Mediation, Wealth Management, Insurance, Collaborative Law, Financial Planning, Tax, Securities, Dispute Resolution, Budgeting, Portfolio Management, Research, Health Insurance, Real Estate, Series 7, Series 63, Life Insurance, Accident Insurance, Disability Insurance, Long-term Care, Variable Annuities, Real Estate Broker
Education
Kansas State University 2011 — 2016
PhD, Financial Planning
College for Financial Planning 2010 — 2011
Master's degree, Financial Planning, 4.0 GPA
Binghamton University
BA, Political Science
Jim Prisco's LifeMark Securities Corp Experience October 2001 - Present
Job President/COO at LifeMark Securities Corp
Industry Financial Services
Experience
LifeMark Securities Corp October 2001 - Present
Financial Industry Regulatory Authority (FINRA) February 1997 - September 2001
Skills
Investments, Risk Management, Portfolio Management, Management, Strategic Planning, Leadership, Insurance, Business Strategy, Strategy, Finance, Asset Management, Financial Services, Retirement Planning, Financial Planning, Mutual Funds, Securities
Education
Maurice A. Deane School of Law at Hofstra University 1992 — 1995
Juris Doctor (J.D.)
University at Buffalo 1988 — 1992
Bachelor's Degree
LifeMark Securities Corp October 2001 - Present
Financial Industry Regulatory Authority (FINRA) February 1997 - September 2001
Skills
Investments, Risk Management, Portfolio Management, Management, Strategic Planning, Leadership, Insurance, Business Strategy, Strategy, Finance, Asset Management, Financial Services, Retirement Planning, Financial Planning, Mutual Funds, Securities
Education
Maurice A. Deane School of Law at Hofstra University 1992 — 1995
Juris Doctor (J.D.)
University at Buffalo 1988 — 1992
Bachelor's Degree
Christopher Priest's LifeMark Securities Corp Experience March 2005 - September 2006
Job Financial Advisor with Financial Service Partners
Industry Financial Services
Experience
Financial Service Partners January 2010 - Present
Centra Financial Group September 2006 - January 2010
LifeMark Securities Corp. March 2005 - September 2006
Paychex September 2003 - March 2005
Education
Indiana University Bloomington 1999 — 2003
Pittsford Mendon 1994 — 1998
Financial Service Partners January 2010 - Present
Centra Financial Group September 2006 - January 2010
LifeMark Securities Corp. March 2005 - September 2006
Paychex September 2003 - March 2005
Education
Indiana University Bloomington 1999 — 2003
Pittsford Mendon 1994 — 1998
Bert Goldberg's LifeMark Securities Corp Experience January 2007 - Present
Job Registered Representative at LifeMark Securities Corp
Industry Investment Management
Experience
LifeMark Securities Corp January 2007 - Present
Allmerica Financial April 1977 - December 2003
Skills
Fixed Annuities, Mutual Funds, Insurance, Disability Insurance, Retirement Planning, Retirement, Investments, Series 7, Term Life Insurance, Estate Planning, 401k, Securities, Series 63, Series 6, Asset Allocation, Investment Advisory, Long-term Care, Long Term Care Insurance, IRAs, 401k Rollovers, Medicare Advantage, Medicare Part D, Medicare Supplements, Series 22, Money Market Funds, Equity Indexed Annuities, Variable Annuities, Brokerage, ETFs, Unit Investment Trusts, Managed Accounts, 529 Plans, REIT, Whole Life, Single Premium Life..., Universal Life, Federal Marketplace..., Employee Benefits, Business Planning
Education
Boston University 1966 — 1972
Public Relations
Brookline High School 1963 — 1966
LifeMark Securities Corp January 2007 - Present
Allmerica Financial April 1977 - December 2003
Skills
Fixed Annuities, Mutual Funds, Insurance, Disability Insurance, Retirement Planning, Retirement, Investments, Series 7, Term Life Insurance, Estate Planning, 401k, Securities, Series 63, Series 6, Asset Allocation, Investment Advisory, Long-term Care, Long Term Care Insurance, IRAs, 401k Rollovers, Medicare Advantage, Medicare Part D, Medicare Supplements, Series 22, Money Market Funds, Equity Indexed Annuities, Variable Annuities, Brokerage, ETFs, Unit Investment Trusts, Managed Accounts, 529 Plans, REIT, Whole Life, Single Premium Life..., Universal Life, Federal Marketplace..., Employee Benefits, Business Planning
Education
Boston University 1966 — 1972
Public Relations
Brookline High School 1963 — 1966
Lisa Mulvaney's LifeMark Securities Corp Experience November 2004 - November 2010
Job Financial Services Representative at MetLife Premier Client Group of Upstate New York
Industry Financial Services
Experience
MetLife Premier Client Group of Upstate New York January 2015 - Present
New England Financial November 2010 - December 2014
LifeMark Securities Corp. November 2004 - November 2010
Education
Salem State University
Business
MetLife Premier Client Group of Upstate New York January 2015 - Present
New England Financial November 2010 - December 2014
LifeMark Securities Corp. November 2004 - November 2010
Education
Salem State University
Business
Celia Panzer's LifeMark Securities Corp Experience April 2012 - Present
Job Solutions Provider for Investment Management and Retirement Plans for Individuals and Small Businesses.
Industry Financial Services
Experience
Wealth Management of Delaware Valley, LLC June 2012 - Present
LifeMark Securities Corp April 2012 - Present
Janney Montgomery Scott July 1997 - October 2001
Morgan Stanley January 1987 - June 1997
Skills
Customer Service, Business Strategy, Investments, Sales, Entrepreneurship, Team Leadership, Small Business, Retirement Planning, Financial Services, Mutual Funds, Management, Portfolio Management, Securities, Wealth Management, Market Research, Insurance, Financial Analysis, Business Planning, Strategic Planning, Risk Management, Strategic Financial..., Leadership, Business Development, Strategy, Start-ups, Banking, Financial Planning, Team Building, Social Media, Marketing, Social Media Marketing, Public Speaking, Social Networking, Finance, Retirement, Asset Management, Financial Advisory, Marketing Strategy, Microsoft Office
Education
University of Delaware 1979 — 1984
BA/BS, Economics and Technical Writing
Wealth Management of Delaware Valley, LLC June 2012 - Present
LifeMark Securities Corp April 2012 - Present
Janney Montgomery Scott July 1997 - October 2001
Morgan Stanley January 1987 - June 1997
Skills
Customer Service, Business Strategy, Investments, Sales, Entrepreneurship, Team Leadership, Small Business, Retirement Planning, Financial Services, Mutual Funds, Management, Portfolio Management, Securities, Wealth Management, Market Research, Insurance, Financial Analysis, Business Planning, Strategic Planning, Risk Management, Strategic Financial..., Leadership, Business Development, Strategy, Start-ups, Banking, Financial Planning, Team Building, Social Media, Marketing, Social Media Marketing, Public Speaking, Social Networking, Finance, Retirement, Asset Management, Financial Advisory, Marketing Strategy, Microsoft Office
Education
University of Delaware 1979 — 1984
BA/BS, Economics and Technical Writing
Roxie Elliott's LifeMark Securities Corp Experience August 1998 - December 2006
Job Companion individual at PRALID
Industry Retail
Experience
Pralid September 2011 - Present
Walmart November 2010 - Present
Dots April 2010 - March 2011
Wall Street Financial Group December 2006 - July 2009
LifeMark Securities Corp August 1998 - December 2006
jcpenney July 1995 - August 1998
Payless ShoeSource/Picway Shoes September 1993 - July 1995
Dress Barn February 1990 - September 1993
Education
SUNY Brockport 1984 — 1992
Bachelor's degree, Sociology/Math minor
Pralid September 2011 - Present
Walmart November 2010 - Present
Dots April 2010 - March 2011
Wall Street Financial Group December 2006 - July 2009
LifeMark Securities Corp August 1998 - December 2006
jcpenney July 1995 - August 1998
Payless ShoeSource/Picway Shoes September 1993 - July 1995
Dress Barn February 1990 - September 1993
Education
SUNY Brockport 1984 — 1992
Bachelor's degree, Sociology/Math minor
John Mahshie's LifeMark Securities Corp Experience July 2010 - December 2011
Job Financial Advisor at IBN Financial Services, Inc.
Industry Investment Management
Experience
IBN Financial Services, Inc. December 2011 - Present
LifeMark Securities Corp July 2010 - December 2011
Skills
Investments, Mutual Funds, Asset Allocation, Retirement, Retirement Planning, 401k Rollovers, Investment Strategies, Life Insurance, Alternative Investments, Managed Money, Succession Planning
Education
Paul Smith's College 2002 — 2006
IBN Financial Services, Inc. December 2011 - Present
LifeMark Securities Corp July 2010 - December 2011
Skills
Investments, Mutual Funds, Asset Allocation, Retirement, Retirement Planning, 401k Rollovers, Investment Strategies, Life Insurance, Alternative Investments, Managed Money, Succession Planning
Education
Paul Smith's College 2002 — 2006
Larry Skarset's LifeMark Securities Corp Experience February 2011 - Present
Job Registered Represenative at LifeMark Securities Corp
Industry Financial Services
Experience
LifeMark Securities Corp February 2011 - Present
LifeMark Securities Corp January 2010 - Present
Self-employed February 1987 - Present
FSC Secrities January 2008 - January 2011
Western International February 2000 - February 2008
Skills
Investments, Change Management, Risk Management, Business Analysis, Wealth Management, Personal Financial..., Retirement Planning, Retirement, Financial Planning, Mutual Funds, Series 7, Fixed Annuities, Financial Services, Investment Advisory, Portfolio Management, Insurance
Education
Foothill College 2014 — 2014
Assosiate Business Degree
The American College of Financial Planning Foothill College 2012 — 2013
Financial Planning, Estate Planning retirement planning series 7 licence series 63 licence working on 66 licence, passing
LifeMark Securities Corp February 2011 - Present
LifeMark Securities Corp January 2010 - Present
Self-employed February 1987 - Present
FSC Secrities January 2008 - January 2011
Western International February 2000 - February 2008
Skills
Investments, Change Management, Risk Management, Business Analysis, Wealth Management, Personal Financial..., Retirement Planning, Retirement, Financial Planning, Mutual Funds, Series 7, Fixed Annuities, Financial Services, Investment Advisory, Portfolio Management, Insurance
Education
Foothill College 2014 — 2014
Assosiate Business Degree
The American College of Financial Planning Foothill College 2012 — 2013
Financial Planning, Estate Planning retirement planning series 7 licence series 63 licence working on 66 licence, passing
Blair Landolfi's LifeMark Securities Corp Experience June 2014 - Present
Job Accounts Payable Coordinator at FirstService Residential New York
Industry Financial Services
Experience
FirstService Residential New York June 2015 - Present
LifeMark Securities Corp June 2014 - Present
University of Rochester September 2013 - Present
Upstate Special Risk Services, Inc. June 2014 - August 2014
NW Financial Group, LLC June 2013 - August 2013
Education
University of Rochester 2011 — 2015
Bachelor's Degree, Financial Economics, Senior
FirstService Residential New York June 2015 - Present
LifeMark Securities Corp June 2014 - Present
University of Rochester September 2013 - Present
Upstate Special Risk Services, Inc. June 2014 - August 2014
NW Financial Group, LLC June 2013 - August 2013
Education
University of Rochester 2011 — 2015
Bachelor's Degree, Financial Economics, Senior