Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Gillespie is a financial advisor with over 27 years of experience in the financial services industry. Mark has been a registered representative of Wells Fargo Clearing Services, LLC since 2008, and has also been registered as an investment advisor in New Jersey and Pennsylvania since 2019. Mark's previous experience includes working as a financial advisor for H&R Block Financial Advisors, Inc. Mark is a Certified Financial Planner™ and offers a variety of financial services, including investment management, financial planning, and retirement planning. Mark is dedicated to providing his clients with personalized financial advice and guidance.
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
NJ
06/30/2008 - Present
Wells Fargo Clearing Services, LLC (WILDWOOD NJ)
PA
03/19/1996 - 07/01/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (YARDLEY PA)
IA
Issued 11/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/31/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1996
Series 52 - Municipal 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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