Unclaimed
Mark Edward Barczuk is a financial advisor registered with Benjamin F. Edwards & Company, Inc. Mark has been in the financial industry since August 1997. Mark has a Series 63 license and has been registered with the state of Colorado since January 2014. Prior to joining Benjamin F. Edwards & Company, Inc., Mark was affiliated with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Mark's experience, along with his Series 7 and SIE licenses, allows Mark to help clients in a variety of financial planning needs, including investments, retirement planning, and education planning. Mark provides services in Arizona, California, Colorado, Florida, Kansas, Michigan, Minnesota, Montana, Nevada, New Mexico, New York, North Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, and Wisconsin.
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.
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.
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
MO
11/07/2014 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
CO
01/01/2008 - 01/06/2014
WELLS FARGO ADVISORS, LLC (GREENWOOD VILLAGE CO)
CO
08/15/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENWOOD VILLAGE CO)
BC
Issued 08/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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