Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Willens is a financial advisor with over 35 years of experience in the industry. Mark is currently registered with Raymond James Financial Services Advisors, Inc. in Florida and is also licensed in several other states. Prior to joining Raymond James Financial Services Advisors, Inc., Mark worked at Wells Fargo Advisors, LLC and UBS Financial Services Inc. Mark provides a variety of financial services to his clients, including financial planning, portfolio management, and pension consulting. Mark has also worked with Arthur Rottenstein LLC and Boca Raton Financial Planners.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
10/02/2014 - Present
Raymond James Financial Services Advisors, Inc. (BOCA RATON FL)
FL
09/15/2006 - 09/23/2014
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
FL
12/04/2000 - 09/26/2006
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
NY
06/07/1996 - 12/13/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/04/1989 - 06/11/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
06/10/1985 - 05/08/1989
LEVENSHON & COMPANY (MIAMI FL)
IA
Issued 11/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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