Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Wendell is an Investment Advisor Representative with MD Wealth Partners, Inc. based in Westlake Village, CA. Mark has been in the securities industry since 1994. He has a Series 7, Series 63, and Series 65 licenses and has worked with various firms in the past, including PLANMEMBER SECURITIES CORPORATION, WESCOM FINANCIAL SERVICES, and EDWARD D. JONES & CO., L.P. Mark also has experience in the insurance industry as an owner of MD WENDELL WEALTH PARTNERS. Mark's focus is on providing financial planning and portfolio management services to individuals and businesses, and his firm has a strong reputation for providing high-quality financial advice.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CA
08/19/2024 - Present
MD Wealth Partners, Inc. (WESTLAKE VILLAGE CA)
CA
08/17/2009 - 03/15/2012
PLANMEMBER SECURITIES CORPORATION (WESTLAKE VILLAGE CA)
CA
01/12/2005 - 08/17/2009
WESCOM FINANCIAL SERVICES (THOUSAND OAKS CA)
CA
09/30/2003 - 12/01/2003
PARTNERVEST SECURITIES, INC. (SANTA BARBARA CA)
NY
03/21/2001 - 08/20/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/15/1995 - 03/23/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MO
05/01/1995 - 05/12/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
CA
03/22/1994 - 02/27/1995
AMERIVEST FINANCIAL GROUP, INC. (WOODLAND HILLS CA)
IA
Issued 04/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1994
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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