Mark Weller Email & Phone Number
Financial Adviser @ Ferrari & Associates Insurance and Financial Services
Mark Weller's Location
Hatboro, PA, US
Mark Weller's Work
- Financial Adviser @ Ferrari & Associates Insurance and Financial Services
- Investment Adviser Representative @ Eagle Strategies, LLC
- Financial Services Professional @ New York Life
- Agent @ New York Life
- Regional Manager @ Fox Pool Management Inc
- MBA Intern @ New York Life
Mark Weller's Education
- American College
CFP Certification (Financial Planning)
2011 - 2015 - La Salle University
MBA (Finance)
2007 - 2009 - Dickinson College
B.A. (Economics)
2003 - 2007
- High School
Mark Weller's Skills
- Estate Planning
- Employer Retirement Plans
- Fixed Annuities
- Insurance
- Retirement Planning
- Annuities
- IRAs
- Portfolio Management
- Investments
- Financial Services
Mark Weller's Summary
Mark Weller, based in Hatboro, PA, US, is currently a Financial Adviser at Karalius & Associates Insurance and Financial Services LLC, bringing experience from previous roles at Eagles Strategies, LLC, Nylife Securities LLC, New York Life and FOX POOL MANAGEMENT. Mark Weller holds a 2011 - 2015 CFP Certification in Financial Planning @ American College. With a robust skill set that includes Estate Planning, Employer Retirement Plans, Fixed Annuities, Insurance, Retirement Planning and more, Mark Weller contributes valuable insights to the industry. Mark Weller has 4 emails and 1 mobile phone number on RocketReach.
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