Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Allan McClure is a financial advisor registered with Stiefel, Nicolaus & Company, Inc. Mark has been in the securities industry since 1977, working with individuals, high net worth individuals, pension and profit-sharing plans, corporations, and other businesses. Mark has a broad range of experience and specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
04/08/2013 - Present
Stifel, Nicolaus & Company, Inc. (BELLEVUE WA)
WA
06/01/2011 - 04/05/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BELLEVUE WA)
WA
01/03/2011 - 06/01/2011
WELLS FARGO ADVISORS, LLC (BELLEVUE WA)
WA
06/16/1994 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BELLEVUE WA)
NY
05/19/1978 - 06/20/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
01/03/1977 - 05/19/1978
KIDDER, PEABODY & CO., INCORPORATED
IA
Issued 01/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/05/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/23/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1977
PC - AMEX Put and Call Exam
BC
Issued 12/18/1976
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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