Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Heil is a financial advisor registered with Pickwick Capital Partners, LLC. Mark has been in the financial services industry since 2006. Mark holds Series 7, 63, 65, 82TO, and SIE licenses.
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.
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.
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2
NY
10/31/2023 - Present
Pickwick Capital Partners, LLC (WHITE PLAINS NY)
PA
03/14/2006 - 08/17/2010
FCG ADVISORS, LLC (STRAFFORD PA)
BC
Issued 08/29/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 07/11/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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