Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark David Balderson

Harris Williams

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark David Balderson

Mark Balderson is a registered representative with Harris Williams. Mark is currently registered with the state of Virginia. Mark's current employment began in October 2017. Mark has passed the SIE, Series 79TO, and Series 99 exams. Mark passed the Series 63 exam in July 2023.

Firm Information

Mark Balderson is currently registered with Harris Williams. Harris Williams is a Limited Liability Company that was formed in 2006. The firm is registered in 38 states and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

270

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Balderson’s Registration & Firm History

VA

10/27/2017 - Present

Harris Williams (RICHMOND VA)

Not sure if Mark David Balderson is right for you?

Licenses & Designations

BC

Issued 07/26/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2017

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark David Balderson.
Not sure if Mark David Balderson is right for you?