Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Wheeler is a financial advisor with William Blair, registered with the state of Illinois. Mark has been in the industry since 2001 and has a background in both securities and investment advisory services. Mark holds the Series 7, Series 63 and Series 65 licenses as well as the SIE designation. Mark specializes in providing investment advice and portfolio management services to a diverse range of clients, including high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and pooled investment vehicles.
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.
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.
Equity research services
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.
A percentage of the total value of assets under management is charged.
1
2
IL
10/21/2009 - Present
William Blair (CHICAGO IL)
IL
10/01/2008 - 06/11/2009
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
06/12/2002 - 07/01/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
11/02/1999 - 12/21/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 10/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mark Wheeler is the right advisor for you? Invested Better is here to help.
