Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark David Pearson is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Mark has over 20 years of experience in the financial services industry. He is registered in Minnesota and Texas. Mark specializes in providing investment advice to individuals, businesses, and institutions. He is also a registered representative of Wells Fargo Clearing Services, LLC. Mark's office is located at 102 NORTH CEDAR AVE, OWATONNA, MN 55060. Prior to joining Wells Fargo Advisors Financial Network, LLC, Mark was an advisor with PRIMEVEST FINANCIAL SERVICES, INC. and Waddell & Reed, 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
MN
10/28/2024 - Present
Wells Fargo Advisors Financial Network, LLC (OWATONNA MN)
MN
05/20/2004 - 12/01/2006
PRIMEVEST FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
KS
04/12/2002 - 06/13/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 06/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/07/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2002
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
Not sure Mark Pearson is the right advisor for you? Invested Better is here to help.
