Unclaimed
Mark Francis Scribner is a financial advisor with over 25 years of experience in the industry. Mark has a Series 7, Series 24, Series 31, Series 63, and Series 66 securities licenses. Mark is currently registered with Wealth Enhancement Advisory Services, LLC. Mark previously worked at KESTRA INVESTMENT SERVICES, LLC, WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY, LPL FINANCIAL LLC, CADARET, GRANT & CO., INC., MERIT CAPITAL ASSOCIATES, INC., GUARDIAN INVESTOR SERVICES CORPORATION, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
01/13/2025 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MA
01/11/2019 - 02/28/2023
KESTRA INVESTMENT SERVICES, LLC (Boston MA)
ME
03/31/2017 - 01/17/2019
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND ME)
MA
01/14/2011 - 04/04/2017
MORGAN STANLEY (BOSTON MA)
MA
01/27/2003 - 02/03/2011
LPL FINANCIAL LLC (BOSTON MA)
NY
11/04/1997 - 01/27/2003
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CT
06/12/1997 - 11/04/1997
MERIT CAPITAL ASSOCIATES, INC. (WESTPORT CT)
NY
01/23/1996 - 07/01/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
05/02/1997 - 06/13/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 01/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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