Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Mollandor is an investment advisor representative registered with UBS Financial Services Inc. Mark has been in the financial services industry for over 23 years. Mark currently holds registrations in 25 states and is a general securities representative and investment advisor representative. Mark is a member of SAGEV Partners LLC, an LLC that invests in equity securities and other LLCs which own real estate. Mark has a broad range of experience in financial planning and portfolio management, including experience working with high-net-worth individuals, corporations, and other businesses. Mark has a deep understanding of the financial markets and can provide clients with comprehensive financial advice.
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.
See schedule d - miscellaneous
1
2
CO
03/06/2017 - Present
UBS Financial Services Inc. (GREELEY CO)
BOTH
Issued 10/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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