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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 Owsley is a financial advisor with over 28 years of experience in the industry. Mark has been associated with Wells Fargo Clearing Services, LLC since November 2016, and previously worked for Next Financial Group, Inc., Securities America, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Mark holds Series 6, 7TO, 63, and 65 licenses and has a strong track record of providing investment advisory services to individuals, families, and businesses. Mark specializes in portfolio management, financial planning, and investment consulting services.
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
SC
07/16/2024 - Present
Wells Fargo Clearing Services, LLC (BLUFFTON SC)
MD
07/27/2005 - 05/21/2009
NEXT FINANCIAL GROUP, INC. (BETHESDA MD)
NE
03/12/2002 - 07/28/2005
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
06/07/1993 - 03/18/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/07/1993 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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