Unclaimed
Mark daniel Cruz Delos reyes is a financial advisor with Alliance-one Investments, Llc. Mark daniel has over 4 years of experience in the financial services industry. Mark daniel is Series 7, Series 63, and SIE licensed. Mark daniel's previous experience includes working for Wells Fargo Clearing Services, LLC and E*TRADE SECURITIES LLC.
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.
1
2
OK
05/10/2023 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
NA
11/08/2021 - 03/30/2023
WELLS FARGO CLEARING SERVICES, LLC (TAGUIG CITY )
NA
07/16/2020 - 10/08/2021
E*TRADE SECURITIES LLC (Makati City )
NA
10/18/2018 - 11/21/2019
E*TRADE SECURITIES LLC (Makati City )
BC
Issued 11/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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