Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anderson Murray is a financial advisor with over 30 years of experience in the industry. Mark is currently registered with Wells Fargo Advisors Financial Network, LLC, which is a subsidiary of Wells Fargo & Company. Mark has held previous positions at several firms including Wells Fargo Advisors, LLC, Edward Jones, and Stifel, Nicolaus & Company, Incorporated. Mark holds Series 7, 9, 10, 24, 63, and 66 licenses, and is registered in multiple states. Mark specializes in investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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2
MO
04/02/2015 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
10/31/2011 - 04/01/2015
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
04/11/1996 - 10/28/2011
EDWARD JONES (ST LOUIS MO)
WI
01/03/1992 - 04/16/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
OK
08/15/1991 - 12/18/1991
JAMES BAKER & COMPANY (OKLAHOMA CITY OK)
MO
10/24/1990 - 08/01/1991
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BOTH
Issued 12/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/31/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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