Unclaimed
Mark Anthony Pruitt is a financial advisor with AE Wealth Management, LLC in Carrollton, TX. Mark has been in the industry since 2000 and specializes in providing financial planning, portfolio management, and pension consulting services.
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.
A percentage of the total value of assets under management is charged.
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2
TX
03/15/2017 - Present
AE Wealth Management, LLC (Carrollton TX)
DE
02/23/2001 - 02/12/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
01/20/2000 - 04/13/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 05/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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