Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Glenn Petrie is a financial advisor with Geneos Wealth Management, Inc. Mark Petrie has been in the financial services industry since April 1994 and is registered with the state of Wyoming. Prior to joining Geneos Wealth Management, Inc., Mark Petrie was with Kaiser and Company and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark Petrie holds Series 7, 9, 10, 63, and 65 licenses. He provides financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors. Mark Petrie is committed to providing 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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2
WY
07/13/2017 - Present
Geneos Wealth Management, Inc. (CASPER WY)
WY
04/15/2011 - 06/28/2013
KAISER AND COMPANY (CASPER WY)
WY
03/13/1998 - 05/13/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CASPER WY)
MN
04/27/1994 - 04/09/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 06/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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