Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Luxenburg is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Mark has over 35 years of experience in the financial services industry. Mark has held various positions at several firms, including Merrill Lynch, Dean Witter Reynolds, and Citigroup. Mark has a strong track record of success in providing investment advice to individuals and families. Mark holds several securities licenses, including Series 7, Series 24, Series 31 and Series 63. Mark is committed to providing his clients with personalized financial advice that is tailored to their unique needs and goals.
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
FL
07/29/2022 - Present
Wells Fargo Clearing Services, LLC (MIAMI FL)
FL
06/04/1999 - 03/13/2009
CITIGROUP GLOBAL MARKETS INC. (PLANTATION FL)
NY
12/03/1993 - 06/10/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/19/1991 - 12/07/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CT
12/20/1988 - 02/25/1991
DOMINICK & DOMINICK, INCORPORATED (OLD GREENWICH CT)
IA
Issued 10/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1988
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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