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Spotlight: Mark Kolta

Written by Magdaline Delany, 4 years ago, 0 Comments
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Mark Kolta, unofficially a Wall Street tycoon since the ripe age of eleven years old, showed interest in the financial markets early upon entering the mortgage business
At just eighteen years of age, Mark began his finance career assisting in mortgages and Lending with Certified Funding in 2002. Thereafter, Mr. Kolta officially made his first Wall Street debut in mid-2007 with the brokerage firm Gain Capital (A world leader in online currency brokerage). While at Gain, Mark displayed early talents, , utilizing his negotiation and people skills by consistently ranking in the top spot amongst his peers. During that time  Mark also acquired his Series 3 (commodities, options, futures license), and began learning the trades of technical and fundamental trading. With that experience, it was time for young Mark to begin his career as a financial advisor at Merrill Lynch. As one of the youngest advisors employed by  Merrill in 2008, Mark successfully completed acquisition of his Life Insurance license, Health, Sickness, & Variable License, Series 7 (General Securities Representative exam), and his Series 66 (Combined Uniform State Law). Age 22, Mark was ready to take on a 2008 market crash with JPMorganChase, as a fully registered Financial Advisor.
Having served over three years with JPMorganChase,  and growing a book of business of ten million assets under management, to one hundred million (and again ranking within top ten wealth management advisors by production) it was time for not so young Mark Kolta, to take his career independent. Mark successfully left JPMorgan with assets representing approximately 50 million, and now stands tall today at age 31 steering his clients through tumultuous and volatile markets. A non-stop dedicated work ethic has placed Mark Kolta as an outlier to command presence in the future of financial markets to come.
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Mark is a top tier advisor proficient in:
Bilingual
Investment Advisor
Fiduciary Standards
Knowledge In All Around Finance/Planning
Capital Strategies
401k's
Cd's
Options
Equity
Brokerage
Mergers & Acquisitions
Collateralization
Margin
Investment Banking
Growth Strategies
Commodities
Forex
Futures
Master Limited Partnerships
Mutual Funds
Brokerage
Trusts
Retirement plans (SEP, Defined Benefits)
Pensions
Etf's
Fixed/Variable/Indexed Annuities
Life Insurance
Health Insurance
Bonds
Real Estate Investment Trusts
Ipo's
Business Development Companies
Alternative Investments
Equities
Structured Notes
Trading
Leverage
Asset Management/Wealth Growth
Referrals To Tax Strategy/Legalities/Lending/Credit Repair/Real Estate
Advanced In Depths of Finance
Debt
Gain/Loss Analysis
Financial Projection & Theory
Venture Capital/Seed Money/Small Business Sale
Winning