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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alan Wesson is a financial advisor who provides investment advice and financial planning services to individuals, families, and businesses. Mark has been in the financial services industry since 1997. Mark is currently registered with Eversource Wealth Advisors, LLC, and BMSS Wesson Wealth Solutions. Prior to his current role, Mark worked at various firms including LPL Financial, Wells Fargo Advisors, and Wachovia Securities. Mark holds the Series 7 and Series 63 securities licenses, and the SIE exam. Mark is also a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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AL
01/03/2017 - Present
Bmss Wesson Wealth Solutions (BIRMINGHAM AL)
AL
09/26/2013 - 11/25/2015
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
09/06/2007 - 10/05/2011
WELLS FARGO ADVISORS, LLC (BIRMINGHAM AL)
MO
07/05/2005 - 10/14/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
AL
12/01/2003 - 01/11/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
IN
05/26/2000 - 11/11/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
10/01/1998 - 06/17/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
AL
04/25/1997 - 06/04/1999
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
BC
Issued 05/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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