Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Eben Lilley is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Mark has been in the securities industry since October 1996. Mark has a strong background in financial services, with experience in both investment advisory and brokerage services. Mark is committed to providing clients with personalized financial advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PR
10/22/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GUAYNABO PR)
PR
01/14/2002 - 10/31/2008
UBS FINANCIAL SERVICES INC. (SAN JUAN PR)
PR
10/09/1996 - 10/31/2008
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (HATO REY PR)
PR
06/19/2000 - 01/24/2002
DORAL SECURITIES, INC. (PUERTO NUEVO PR)
NJ
10/09/1996 - 06/28/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 11/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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