Mark Coletta's Location
Connecticut, United States
Mark Coletta's Work
- Financial Advisor @ Cambridge Investment Research, Inc.
- Owner @ Coletta Financial Associates
- Partner @ Coletta & Coletta, LLC
- Financial Advisor @ Raymond James Financial Services
- Registered Representative @ HD Vest Financial Services
Mark Coletta's Education
- Providence College
BS (Accounting)
1979 - 1984
Mark Coletta's Skills
- Strategic Financial Planning
- Estate Planning
- Retirement Planning
- Financial Analysis
- Financial Planners
- Investments
- Asset Allocation
- Accounting
- Insurance
- Strategic Planning
Mark Coletta's Summary
Mark Coletta, based in Connecticut, United States, is currently a Financial Advisor at Cambridge Investment Research, Inc., bringing experience from previous roles at Coletta Financial Associates, Coletta & Coletta, LLC, Raymond James Financial Services and HD Vest Financial Services. Mark Coletta holds a 1979 - 1984 BS in Accounting @ Providence College. With a robust skill set that includes Strategic Financial Planning, Estate Planning, Retirement Planning, Financial Analysis, Financial Planners and more, Mark Coletta contributes valuable insights to the industry. Mark Coletta has 7 emails and 1 mobile phone number on RocketReach.
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