Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Jesse Bukowski is a financial advisor registered with Wells Fargo Clearing Services, LLC. Mark has been in the financial industry since 2001, and is licensed in a number of states, including Virginia, Texas, and California. Mark has several professional designations, including Certified Financial Planner. Mark's past experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., WACHOVIA SECURITIES, INC., and FIRST UNION SECURITIES, INC.. Mark has extensive experience in the financial services industry, working with 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
VA
09/03/2010 - Present
Wells Fargo Clearing Services, LLC (ROANOKE VA)
VA
10/23/2009 - 09/08/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROANOKE VA)
VA
02/10/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROANOKE VA)
MO
12/14/2001 - 02/13/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
MO
02/06/2001 - 07/19/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 03/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
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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