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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 Fellows is a financial advisor in Salt Lake City, Utah. Mark Fellows has over 20 years of experience in the financial services industry. Mark Fellows is currently registered with Wells Fargo Clearing Services, LLC and is a Registered Representative in Utah. Prior to joining Wells Fargo Clearing Services, LLC, Mark Fellows was employed by J.P. Morgan Securities LLC in Park City, Utah. Mark Fellows holds licenses for Series 6, Series 7, Series 63, Series 66, and the SIE. Mark Fellows specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
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.
1
2
UT
09/30/2015 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
UT
10/01/2012 - 03/12/2015
J.P. MORGAN SECURITIES LLC (PARK CITY UT)
UT
08/05/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PARK CITY UT)
UT
02/04/2009 - 07/20/2010
WADDELL & REED, INC. (SALT LAKE CITY UT)
CA
01/24/2002 - 12/12/2007
ICON SECURITIES CORP. (SAN FRANCISCO CA)
CA
08/24/2000 - 01/17/2002
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
ME
04/19/2000 - 07/14/2000
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
BOTH
Issued 02/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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