Mark P. Remigio,  CFP<sup>&reg;</sup> - Financial Advisor

Mark P. Remigio, CFP®

Second Vice President - Wealth Management

UBS

58 S Service Rd, Ste 310
Melville, NY 11747
(800) 477-7522
(631) 420-6498

General

Mark Remigio is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS in Melville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households

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