
Cfp Mark Remigio Crpc
Horizon Wealth Management I am passionate about helping people plan and manage the wealth they’ve worked years to accumulate.... | Melville, New York, United States
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Cfp Mark Remigio Crpc’s Emails ma****@ub****.com
Cfp Mark Remigio Crpc’s Phone Numbers No phone number available.
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Cfp Mark Remigio Crpc’s Location Melville, New York, United States
Cfp Mark Remigio Crpc’s Expertise Horizon Wealth Management I am passionate about helping people plan and manage the wealth they’ve worked years to accumulate. It’s a responsibility that I take very seriously as a Certified Financial Planner (CFP) and Chartered Retirement Planning CounselorSM (CRPC) who has nearly 40 years of experience both in trading in the financial markets and in planning for high net worth families. My comprehensive wealth management focuses on: longevity planning, including retirement and insurance planning; wealth transfer strategies, including inheritance and business succession planning; and life transition planning for marriage, divorce or loss of a loved one. Credentials that build confidence: Certified Financial Planner (CFP) Chartered Retirement Planning CounselorSM (CRPC) Series 7, 31 and 66 securities licenses Life, health and variable annuities licenses B.A., economics, Boston College M.B.A., Hofstra University Outside of UBS I have lived in Syosset for 33 years with my wife, Lisa, and enjoy traveling and skiing with our two adult children. Both Lisa and I have coached youth soccer and lacrosse PAL in our free time. **These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.** /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Cfp Mark Remigio Crpc’s Current Industry Ubs Wealth Management
Cfp
Mark Remigio Crpc’s Prior Industry
Merrill Lynch
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Morgan Stanley
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Ubs Wealth Management
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Work Experience

Ubs Wealth Management
First Vice President Wealth Management
Sat Aug 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Morgan Stanley
First Vice President, Financial Advisor
Mon Aug 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Aug 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch
Senior Financial Advisor
Wed Dec 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)