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Mark L Sette, 36416 Bergen St #2, Brooklyn, NY 11217

Mark Sette Phones & Addresses

416 Bergen St #2, Brooklyn, NY 11217    434-8412690   

Lynchburg, VA   

Forest, VA   

18 W Princeton Cir APT 15, Lynchburg, VA 24503   

Mentions for Mark L Sette

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Resumes

Mark Sette Photo 19

Mark Sette

Position:
Financial Advisor at Commonwealth Financial Partners (Mass Mutual)
Location:
Lynchburg, Virginia Area
Industry:
Financial Services
Work:
Commonwealth Financial Partners (Mass Mutual)
Financial Advisor
StellarOne Bank May 2007 - Jan 2010
Financial Sales Associate I
Education:
Liberty University 2006 - 2009
New Covenant Schools
Skills:
I specialize in non-market related assets, meaning that your hard earned money is not exposed to the risk of the stock market, Instead, I work with many different types of savings vehicles that avoid market risks and still provide interest, income, and more savings that often times outperforms the market for many years
Mark Sette Photo 20

Senior Portfolio Manager And Certified Financial Plannerâ

Location:
416 Bergen St, Brooklyn, NY 11217
Industry:
Financial Services
Work:
Wealthsimple
Senior Portfolio Manager and Certified Financial Plannerâ
Wealthsimple Jan 2017 - Feb 2019
Certified Financial Plannerâ
Ford Mays Wealth Management Dec 2011 - Jan 2017
Relationship Manager, Operations Manager and Certified Financial Plannerâ
Massmutual Financial Group Jul 2010 - Dec 2011
Financial Services Professional
Stellarone Bank May 2007 - Jun 2010
Financial Sales Associate
Education:
Liberty University 2006 - 2009
Bachelors, Finance
Skills:
Financial Planning, Relationship Management, Certified Financial Planner, Wealth Management Services, Customer Service, Securities, Client Services, Series 7, Series 6, Series 63, Crm, Crm Databases, Business Development, Gorilla, General Operations, Insurance, Financial Services, Financial Advisory, Etfs, Portfolio Management, Management, Investment Management, Retail, Communication, Finance, Wealth Management, Investments, Investment Advisory, Trading, Microsoft Excel, Series 24, Brokerage, Asset Allocation, Investment Strategies, Business Strategy
Languages:
English
Certifications:
Certified Financial Planner™
Finra Series 63
Finra Series 7
Finra Series 24
Cfp® Board, License 260026
License 260026
Mark Sette Photo 21

Mark L Sette

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