Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edward Wren is a financial advisor with over 25 years of experience in the financial services industry. Mark is currently registered with Osaic Wealth, Inc. and Osaic Advisory Services, LLC. He is also licensed in Colorado, Connecticut, Delaware, Kentucky, New Jersey, Pennsylvania, and Texas. Mark provides financial planning services, portfolio management, and pension consulting for a variety of clients, including individuals, businesses, and charitable organizations.
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
CO
06/14/2024 - Present
Osaic Wealth, Inc. (Parker CO)
CO
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Parker CO)
PA
04/02/2019 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Radnor PA)
PA
06/01/2007 - 04/08/2019
VOYA FINANCIAL ADVISORS, INC. (Radnor PA)
DE
05/11/2005 - 05/17/2007
SECURIAN FINANCIAL SERVICES, INC. (NEWARK DE)
PA
05/17/2001 - 11/09/2004
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
12/31/2000 - 06/13/2001
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
11/17/1999 - 12/31/2000
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
PA
01/20/1997 - 06/28/1999
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 05/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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