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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 Allen Wakeley is an Investment Advisor Representative at Cerity Partners LLC, a firm with offices in Fort Worth, TX and New York, NY. Mark has been in the financial services industry since 1986. Mark holds a Series 6, Series 7, and Series 63 license, as well as the SIE exam. He is also a Certified Financial Planner. Cerity Partners LLC specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutional clients. Mark has experience working with clients in Texas and Georgia.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
04/01/2019 - Present
Cerity Partners LLC (FORT WORTH TX)
TX
04/23/2018 - 12/15/2022
BD4RIA, INC. (Colleyville TX)
TX
09/25/2017 - 04/23/2018
TRIAD ADVISORS LLC (Colleyville TX)
TX
07/14/1986 - 09/22/2017
HD VEST INVESTMENT SERVICES (COLLEYVILLE TX)
BC
Issued 07/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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