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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark David Ireland is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Mark David Ireland has been in the financial industry for over 30 years, having started their career in 1987. Mark David Ireland is also licensed as an Investment Advisor Representative in Maryland. Mark David Ireland is associated with two offices: the HUNT VALLEY, MD office of Wells Fargo Clearing Services, LLC and the Ellicott City, MD office of Wells Fargo Clearing Services, LLC. Mark David Ireland has passed the Series 63, Series 65, Series 7 and Series 24 exams, as well as the Securities Industry Essentials (SIE) and Series 31 exams. In addition to working with Wells Fargo Clearing Services, LLC, Mark David Ireland also previously worked with several other firms, including First Union Brokerage Services, Inc., Liberty Securities Corporation, PAMCO Securities and Insurance Services, Legg Mason Wood Walker, Incorporated, Thomas James Associates, Inc. and Blinder, Robinson & Co.,Inc..
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
MD
10/01/2000 - Present
Wells Fargo Clearing Services, LLC (HUNT VALLEY MD)
NC
07/07/1993 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
08/01/1991 - 07/13/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
01/17/1991 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
MD
09/20/1988 - 01/30/1990
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
03/25/1987 - 09/28/1988
THOMAS JAMES ASSOCIATES, INC.
NA
03/25/1987 - 05/15/1987
BLINDER, ROBINSON & CO.,INC.
IA
Issued 05/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/1987
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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