Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stutzmann is a financial advisor registered with Wells Fargo Clearing Services, LLC. Mark has been working in the industry since December 1991 and has experience with a variety of financial products and services. Mark holds the Series 7, 24, 63, and 65 licenses. Mark has previously worked with A. G. Edwards & Sons, Inc., NatCity Investments, Inc., NatCity Insurance Services, Inc., and Key Investments Inc. In addition to working as a financial advisor, Mark also owns a marina property with his spouse.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
04/03/2013 - Present
Wells Fargo Clearing Services, LLC (ANN ARBOR MI)
MI
06/16/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ANN ARBOR MI)
MI
07/13/1998 - 06/19/2006
NATCITY INVESTMENTS, INC. (ANN ARBOR MI)
OH
08/03/1998 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
05/10/1996 - 06/24/1998
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
05/10/1991 - 10/27/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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