Mario Encarnacion
Investment adviser representative at Ncu Investment Solutions
11 yearsExperience
1 stateRegistered in
$107.6MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Ncu Investment SolutionsAug 2026 to now
- Bank of America, N.A.Nov 2022 to Jul 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Jul 2026
- J.P. Morgan Securities LLCSep 2021 to Oct 2022
- JPMorgan Chase Bank, N.A.Sep 2021 to Oct 2022
- Bank of AmericaDec 2018 to Aug 2021
- UnemployedJun 2018 to Dec 2018
- Asking StaffMay 2018 to Jun 2018
- UnemployedFeb 2018 to Apr 2018
- Santander BankOct 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (RI).
Ncu Investment Solutions
Legal name: Randall Financial Group, LLC
$107.6MAssets managed
153Clients
9Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7446815
- Firm CRD
- 134804