Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark McNeight is a financial advisor with over 25 years of experience in the financial industry. Mark is currently registered with Wells Fargo Clearing Services, LLC, and has been associated with this firm since November 2016. Mark has also held previous positions with Purshe Kaplan Sterling Investments and First Union Brokerage Services, Inc. Mark holds Series 7, 9, 10, 63, and 65 securities licenses. Mark is a registered Investment Advisor in Georgia and Texas. Mark specializes in providing investment advice and financial planning services to individuals, businesses, and institutions.
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
GA
08/29/2012 - Present
Wells Fargo Clearing Services, LLC (PEACHTREE CITY GA)
GA
05/03/2019 - 05/14/2019
PURSHE KAPLAN STERLING INVESTMENTS (Peachtree City GA)
NC
07/23/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/21/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1997
Series 7 - General Securities 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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