Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark James Elliott is an active financial advisor who has been in the industry since May 5, 1982. Mark currently works for Truist Advisory Services, Inc., where he has worked since April 2016. Previously, Mark was employed by Wells Fargo Advisors, LLC, First Union Brokerage Services, Inc., NationsSecurities, NationsBanc Securities, Inc., Great Western Financial Securities Corporation, Eden Financial Services, Inc., Barnett Brokerage Service, Inc., Barnett Bond Service, Inc., PAMCO Securities and Insurance Services, Merrill Lynch, Pierce, Fenner & Smith Incorporated, E. F. Hutton & Company Inc, and Blinder, Robinson & Co., Inc. Mark is licensed to provide investment advice in 33 states, as well as the District of Columbia, and is also licensed to provide investment advice in Rhode Island and Texas. Mark has earned several professional designations including Certified Financial Planner. Mark offers a wide range of financial services to individuals and businesses, including financial planning, portfolio management, and wrap fee products.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
03/13/2017 - Present
Truist Advisory Services, Inc. (JUPITER FL)
FL
10/01/2000 - 04/20/2016
WELLS FARGO ADVISORS, LLC (PALM BEACH GARDENS FL)
NC
01/15/1994 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NA
06/07/1993 - 01/01/1994
NATIONSSECURITIES
MA
03/18/1993 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
CA
07/19/1989 - 03/19/1993
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NA
07/05/1990 - 03/06/1991
EDEN FINANCIAL SERVICES, INC.
NA
03/03/1989 - 07/22/1989
BARNETT BROKERAGE SERVICE, INC.
NA
07/09/1988 - 04/15/1989
BARNETT BOND SERVICE, INC.
NA
01/31/1987 - 06/16/1988
PAMCO SECURITIES AND INSURANCE SERVICES
NA
02/27/1985 - 02/19/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/25/1983 - 01/07/1985
E. F. HUTTON & COMPANY INC
NA
01/28/1982 - 01/11/1983
BLINDER, ROBINSON & CO.,INC.
IA
Issued 06/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/24/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/1993
Series 4 - Registered Options Principal Examination
BC
Issued 08/06/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2004
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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