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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 Ansara is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Mark has been in the industry since May 6, 1995, and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Mark is a Registered Representative and Investment Advisor Representative. Mark is a registered investment advisor in California and Texas. Mark has held previous positions at Wells Fargo Clearing Services, LLC, Crowell, Weedon & Co., First New York Securities L.L.C., and Salomon Smith Barney Inc. Mark holds Series 3, 4, 7, 9, 10, 55, 63, and 66 licenses. Mark's areas of expertise include investment management, financial planning, and retirement planning. Mark has a strong track record of helping clients reach their financial goals.
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
CA
11/07/2022 - Present
Wells Fargo Advisors Financial Network, LLC (IRVINE CA)
CA
04/29/2013 - 11/07/2022
WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)
CA
07/20/1999 - 04/30/2013
CROWELL, WEEDON & CO. (NEWPORT BEACH CA)
NY
01/28/1999 - 06/08/1999
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
NY
02/01/1995 - 12/04/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 01/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2004
Series 4 - Registered Options Principal Examination
BC
Issued 10/07/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/25/1996
Series 3 - National Commodity Futures Examination
BC
Issued 01/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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