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Mark Paladino MBA, Investment Management

CFS Financial Advisor
mpaladino.cfsinvest@flcu.org
352-237-8222 x4271
Marion County Region

Branches & ATMs

Mark combines experience with personal service to provide each client with an appropriate and unique investment strategy. Taking the time to understand your financial goals and needs, he will build an individualized plan to achieve them. He has provided clients with financial services since 1994, initially from J.B. Hanauer and RBC Wealth Management and later from Wells Fargo Financial Advisors Financial Network.

Mark earned a Bachelor of Science degree in Industrial Engineering from Pennsylvania State University. In addition, he attained a Master of Business Administration in Investment Management from Drexel University. His specialties are retirement planning, professional money management, portfolio risk management, annuities, 401K and IRA rollovers.

 

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

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