Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Harry Gleckner is a financial advisor with over 40 years of experience in the financial services industry. Mark is currently registered with Wells Fargo Clearing Services, LLC and holds Series 7, Series 24, Series 63, and Series 65 licenses. Mark also has a Certified Financial Planner designation. Mark has been associated with Wells Fargo Clearing Services, LLC since 2016 and previously worked with UBS Financial Services Inc. and Westfield Financial Corporation. Mark specializes in providing financial planning services to individuals, businesses, and institutions.
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
NJ
03/01/2021 - Present
Wells Fargo Clearing Services, LLC (MARLTON NJ)
NJ
08/12/1994 - 03/17/2009
UBS FINANCIAL SERVICES INC. (MT. LAUREL NJ)
NY
08/05/1994 - 09/09/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
NY
05/24/1988 - 08/26/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
02/02/1987 - 05/28/1988
SHERWOOD CAPITAL, INC.
NA
07/24/1978 - 02/02/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 08/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1978
Series 7 - General 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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