Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Andrew Wilhite is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 2 years of experience in the financial services industry. Mark is registered with FINRA and has passed the Series 7TO, SIE and Series 63 exams. Mark specializes in a variety of investment services including portfolio management for individuals, businesses, and pooled investment vehicles. Mark is also a registered representative in Missouri.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
10/18/2022 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
11/03/2020 - 11/26/2020
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 11/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX 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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