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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Mark is an active Registered Representative and Investment Advisor Representative with Wells Fargo Advisors Financial Network, LLC. Jeffrey has been in the industry since December 2002 and has a Series 66, Series 7 and Series 24 license. He is registered with the Financial Industry Regulatory Authority (FINRA) and has a license to sell securities in 31 states, as well as an active Investment Advisor Representative license in three states. In addition to his work at Wells Fargo Advisors, Jeffrey is also involved in a number of other business ventures, including ownership of a commercial rental property and an Indy race car. Jeffrey is committed to providing his clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
09/09/2014 - Present
Wells Fargo Advisors Financial Network, LLC (GREENWOOD IN)
NY
12/12/2002 - 06/02/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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