Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Robbins is a financial advisor with Wells Fargo Clearing Services, LLC. Mark has been in the financial industry since 1991 and has a broad range of experience. Mark provides investment advice to a wide range of clients, including individuals, corporations, and institutions. Mark is registered with the following states: Arizona, California, Florida, Illinois, Iowa, Kentucky, Maryland, Minnesota, Nevada, New York, Oregon, Tennessee, Utah and Washington. Mark is a registered representative of Wells Fargo Clearing Services, LLC, and an investment advisor representative of Wells Fargo Advisors LLC.
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.
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.
Investment consulting services to institutional clients
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.
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2
CA
02/09/2009 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
04/02/2007 - 02/10/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
11/25/1991 - 04/02/2007
MORGAN STANLEY DW INC. (SAN DIEGO CA)
BOTH
Issued 09/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1992
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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