Mark L Sette, 37416 Bergen St #2, Brooklyn, NY 11217

Financial Advisor at Commonwealth Financial Partners (Mass Mutual)

Lynchburg, Virginia Area

Financial Services

Commonwealth Financial Partners (Mass Mutual)
Financial Advisor StellarOne Bank May 2007 - Jan 2010
Financial Sales Associate I

Liberty University 2006 - 2009
New Covenant Schools

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

416 Bergen St, Brooklyn, NY 11217

Financial Services

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

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

English

Certified Financial Planner™
Finra Series 63
Finra Series 7
Finra Series 24
Cfp® Board, License 260026
License 260026