Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Corey Marks is a financial advisor at Wells Fargo Clearing Services, LLC. Jonathan has been in the financial services industry since April 2013 and has a wide range of experience in the field. Jonathan has held previous positions at Westpark Capital, Inc., America's Choice Equities LLC, and Global Arena Capital Corp. Jonathan is a registered representative with FINRA and holds Series 63, 66, 7 and SIE licenses. Jonathan is also registered to provide investment advisory services in California, District of Columbia, Florida, Maryland, Michigan, Nebraska, New Jersey, New York, Oklahoma, Pennsylvania, Texas and Virginia. Jonathan's specializations include portfolio management for individuals, investment advisory services, financial planning, and pension consulting.
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
NY
04/01/2019 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
FL
04/30/2013 - 09/16/2013
WESTPARK CAPITAL, INC. (BOCA RATON FL)
FL
12/07/2012 - 04/22/2013
AMERICA'S CHOICE EQUITIES LLC (PALM BEACH GARDENS FL)
FL
04/17/2012 - 09/28/2012
GLOBAL ARENA CAPITAL CORP (AVENTURA FL)
BOTH
Issued 02/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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