Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Belveduto is a financial advisor at Wells Fargo Clearing Services, LLC with over 23 years of experience in the industry. Mark has a strong background in providing investment consulting services to institutional clients, and has a deep understanding of financial planning, pension consulting, and portfolio management. Mark is registered with the Securities and Exchange Commission (SEC) and holds Series 63, 65, 7 and SIE licenses. Mark has worked in the financial services industry since 1998 and has experience working with HSBC Securities (USA) Inc., CitiCorp Investment Services, Essex National Securities, Inc. and Leigh Baldwin & Co., LLC. Mark is a member of the SEA Point Condominium Association HOA board.
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.
1
2
FL
11/30/2007 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
NY
04/07/2006 - 10/02/2007
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
04/04/2001 - 03/07/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
01/05/2000 - 03/16/2001
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
11/28/1998 - 12/31/1999
LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)
NJ
06/11/1998 - 07/14/1998
FIRST INSTITUTIONAL SECURITIES, L.L.C. (WEST PATERSON NJ)
IA
Issued 11/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1998
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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