Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Fell is a financial professional with over 20 years of experience in the financial services industry. Mark has a Series 66, 63, 7, 24, 25 and SIE license. Mark is currently registered as a Registered Representative with Cetera Investment Advisers LLC. Mark has previously been employed by several other financial institutions, including New England Securities, Morgan Keegan & Company, Inc., and SLL Securities Inc. Mark is a co-owner and Registered Representative at Conte Fell Advisors. Mark is also a board director at Communities In Schools and the Treasurer for The Latinx Exchange Club of Charleston, SC. Mark specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. Mark's focus is to provide sound financial advice and guidance to help clients achieve their financial goals.
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.
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2
SC
03/21/2024 - Present
Cetera Investment Advisers LLC (MOUNT PLEASANT SC)
SC
07/16/2007 - 02/28/2011
NEW ENGLAND SECURITIES (CHARLESTON SC)
TN
03/13/2002 - 03/20/2007
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
08/09/2001 - 03/13/2002
SLL SECURITIES INC (NEW YORK NY)
BOTH
Issued 11/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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