Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Endres is an investment advisor representative associated with T. Rowe Price Associates, Inc. Mark has been in the securities industry since January 14, 2014. Mark is registered with FINRA and in 53 states. Mark is also registered as an investment advisor representative in Maryland. Mark has passed the Series 6, Series 7, Series 63, Series 65 and the SIE exams. Mark has previously worked with Delaware Distributors, L.P., RS Funds Distributor LLC and Guardian Investor Services LLC.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MD
08/30/2024 - Present
T. Rowe Price Associates, Inc. (Owings Mills MD)
PA
09/09/2016 - 05/09/2024
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
CA
06/02/2014 - 07/29/2016
RS FUNDS DISTRIBUTOR LLC (SAN FRANCISCO CA)
NY
08/15/2013 - 06/02/2014
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
IA
Issued 06/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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