Mark J. Mcnally
Professional summary
Mark Joseph Mcnally, who also goes by Mark Mcnally, is a registered financial advisor currently at MEGSTAR FINANCIAL MANAGEMENT INC. located in Montvale, New Jersey.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Mark has worked at 1 firm and has passed the Series 2 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Joseph Mcnally's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 1995 - Present
MEGSTAR FINANCIAL MANAGEMENT INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/1995)
(2/4/2004)
Exams
Series 2
Date: 12/31/1992
Non-Member General Securities ExaminationCurrent Firm
MEGSTAR FINANCIAL MANAGEMENT INC.
CRD#: 125514 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 25,941,616 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
