Unclaimed
Mark Pittman is a financial advisor with over 39 years of experience in the industry. Mark is registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since May 2023. Previously, Mark worked for Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Mark is a Certified Financial Planner and holds the Series 63, 65, 7 and SIE licenses. Mark offers investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses. Mark is registered in 29 states and the District of Columbia.
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
PA
05/04/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CRANBERRY TOWNSHIP PA)
PA
07/01/2003 - 05/04/2023
WELLS FARGO CLEARING SERVICES, LLC (PITTSBURGH PA)
NY
03/29/1988 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/24/1984 - 04/05/1988
PAINEWEBBER INCORPORATED
IA
Issued 06/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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