Unclaimed
Mark Andrew Ell is a financial advisor who has been in the industry for over 5 years. He is currently registered with Alpha Capital Management Group LLC as an Investment Advisor Representative in Colorado and Texas. Previously, Mark has worked with LPL FINANCIAL LLC and WELLS FARGO ADVISORS, LLC. He is licensed with the Series 66, SIE, and Series 7 licenses. Mark specializes in providing financial planning services to individuals and businesses. Mark is an active member of the financial community and is committed to providing his clients with the highest level of service.
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.
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
CO
07/27/2016 - Present
Alpha Capital Management Group LLC (DENVER CO)
CO
07/28/2015 - 09/14/2018
LPL FINANCIAL LLC (CENTENNIAL CO)
CO
11/06/2013 - 08/03/2015
WELLS FARGO ADVISORS, LLC (DENVER CO)
BOTH
Issued 11/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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