Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Allyn Popeleski is an investment advisor representative with The Ayco Company, LP. Mark has been in the industry since 1999 and has held previous positions at Mercer Allied Company, L.P. and John Hancock Distributors, Inc. Mark holds several industry licenses, including Series 3, 6, 7, 65, and 66.
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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2
MA
12/08/2020 - Present
THE Ayco Company, LP (Boston MA)
NY
02/11/2000 - 12/11/2003
MERCER ALLIED COMPANY, L.P. (COHOES NY)
MA
06/30/1997 - 09/05/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/07/1997 - 06/30/1997
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
IA
Issued 10/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2006
Series 3 - National Commodity Futures Examination
BC
Issued 02/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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