Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Fidelio is a financial advisor with Wells Fargo Clearing Services, LLC. Mark has been in the financial industry since 2007 and has a wide range of experience in providing investment advice. Mark is registered to provide investment advisory services in New Jersey, New York and Texas. Mark is also licensed to provide securities services in a variety of other states. Mark's firm, Wells Fargo Clearing Services, LLC is a large firm that manages over $500 billion in assets. Mark has a strong track record of providing investment advice to individual clients and businesses. Mark is committed to providing his clients with the highest level of service and personalized attention.
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
NY
01/09/2023 - Present
Wells Fargo Clearing Services, LLC (YORKTOWN HEIGHTS NY)
BOTH
Issued 04/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2007
Series 6 - Investment Company Products/Variable Contracts 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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