Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Bredin is a financial advisor with Wealthcare Advisory Partners LLC. Mark has been in the industry since 1975. Mark specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Mark is registered in 49 states and has Series 7, 63, 65, and 66 licenses. Mark is also a Chartered Financial Consultant.
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.
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.
1
2
PA
12/10/2014 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
PA
03/31/2005 - 07/22/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (WEST CHESTER PA)
PA
08/08/1997 - 04/07/2005
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NY
09/26/1978 - 08/20/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
11/20/1975 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BOTH
Issued 06/30/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 11/15/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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