Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Weddle is a financial advisor registered with Keating Financial Advisory Services and Raymond James Financial Services Advisors, Inc. Mark has been in the financial industry since 1997 and has a variety of licenses and registrations including Series 7, 63, 65, and 31. Mark provides financial planning and investment recommendation/consulting services to individuals, businesses, and trusts.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Investment recommendation/consulting services
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
KS
10/18/2007 - Present
Keating Financial Advisory Services (MANHATTAN KS)
FL
10/13/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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