Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Evan Jones is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Mark has been in the financial services industry for over 18 years. Mark holds Series 7 and Series 66 securities licenses and is a Certified Financial Planner. Mark is registered in 45 states and the District of Columbia for securities and in 2 states for investment advisory services. Mark was previously registered with Wells Fargo Clearing Services, LLC and Ameriprise Financial Services, Inc.
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
FL
05/05/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
FL
09/27/2007 - 05/05/2023
WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)
FL
02/17/2005 - 09/11/2007
AMERIPRISE FINANCIAL SERVICES, INC. (FORT MYERS FL)
MN
02/17/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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