Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Gronner has been in the financial industry for over 40 years. He has worked at several prominent firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., McDonald Investments Inc., Morgan Stanley Smith Barney, and now Wells Fargo Clearing Services, LLC. Mark's experience spans a broad range of financial products and services. Mark is a registered investment advisor and holds a Series 7, Series 31, Series 63, and Series 65 license. Mark is a dedicated professional who is passionate about 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.
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
FL
10/09/2020 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH FL)
NY
06/01/2009 - 08/19/2009
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
04/14/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
OH
06/23/1986 - 04/19/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NA
09/22/1983 - 06/02/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1983
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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