Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Creel is an Investment Advisor Representative at Simplified Wealth Management. Mark has over 30 years of experience in the financial services industry and has held positions with several firms, including LPL Financial, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Trustmark Financial Services, Inc. and Legg Mason Wood Walker, Incorporated. Mark is registered as an Investment Advisor Representative in Mississippi. Mark specializes in working with individuals and corporations.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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MS
01/01/2025 - Present
Simplified Wealth Management (HATTIESBURG MS)
MS
02/19/2010 - 12/10/2021
LPL FINANCIAL LLC (HATTIESBURG MS)
MS
06/01/2009 - 03/10/2010
MORGAN STANLEY SMITH BARNEY (HATTIESBURG MS)
MS
11/12/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HATTIESBURG MS)
NY
01/05/1996 - 11/13/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MS
05/28/1992 - 01/16/1996
TRUSTMARK FINANCIAL SERVICES, INC. (JACKSON MS)
MD
01/15/1992 - 04/29/1992
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 02/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/14/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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