Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Burns is a financial advisor with over 20 years of experience in the industry. Mark is registered with Wealth Enhancement Advisory Services, LLC and is licensed to provide investment advice in California. Mark has a wide range of experience, having previously worked at U.S. Bancorp Investments, Inc., Wells Fargo Clearing Services, LLC, Wells Fargo Securities, LLC, Citigroup Global Markets Inc., and Robertson Stephens, Inc. Mark holds a variety of licenses and certifications, including Series 7, 63, 65, and 66. Mark is a dedicated professional committed to helping clients achieve 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
04/24/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
CA
03/25/2019 - 04/20/2023
U.S. BANCORP INVESTMENTS, INC. (SAN RAMON CA)
CA
02/13/2014 - 03/15/2019
WELLS FARGO CLEARING SERVICES, LLC (WALNUT CREEK CA)
CA
10/03/2005 - 01/21/2011
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
NY
02/06/2002 - 10/24/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CA
06/01/2000 - 02/28/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
BOTH
Issued 03/01/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2009
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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