Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lee is a financial professional with over 5 years of experience in the industry. Mark is currently registered with Charles Schwab & Co., Inc. in Texas. Mark's previous experience includes roles with TD Ameritrade, Inc. and Edward Jones. Mark holds the Series 66, Series 7, Series 24, and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
05/26/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
10/12/2022 - 05/26/2023
TD AMERITRADE, INC. (Westlake TX)
TX
11/22/2020 - 10/19/2022
CHARLES SCHWAB & CO., INC. (Southlake TX)
TX
09/04/2018 - 12/31/2020
TD AMERITRADE, INC. (Southlake TX)
TX
10/19/2017 - 05/24/2018
EDWARD JONES (FT WORTH TX)
BOTH
Issued 11/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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