Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Eustis Pyper is a financial advisor who has been working in the industry since 2004. He currently holds a Series 7, Series 31, Series 63, and Series 65 license. Mark is registered with Wells Fargo Clearing Services, LLC and has worked with a variety of clients, including individuals, corporations, and institutions. Mark has a strong background in investment consulting and financial planning. He is also a Certified Financial Planner (CFP®) and a co-trustee of a family trust. In addition to his work as a financial advisor, Mark is an adjunct professor at the University of Utah Lifelong Learning where he teaches finance and legacy planning courses.
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.
1
2
UT
09/01/2016 - Present
Wells Fargo Clearing Services, LLC (HOLLADAY UT)
UT
06/01/2009 - 09/09/2016
MORGAN STANLEY (HOLLADAY UT)
UT
09/17/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SALT LAKE CITY UT)
IA
Issued 09/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/2004
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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