Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark John Andelin is a registered representative with World Equity Group, Inc. Mark is a securities professional with over 30 years of experience in the financial services industry. Mark holds Series 6, 7, and 63 licenses as well as the SIE exam. Mark specializes in financial planning, portfolio management, and retirement planning. Mark's experience, knowledge, and commitment to helping clients achieve their financial goals are valuable assets for any investor.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
MT
07/18/2024 - Present
World Equity Group, Inc. (Bozeman MT)
CT
03/12/2014 - 11/13/2023
GLOBAL ATLANTIC DISTRIBUTORS, LLC (HARTFORD CT)
MA
11/04/2013 - 04/10/2014
EPOCH SECURITIES, INC. (SOUTHBOROUGH MA)
TX
10/31/1996 - 08/16/2012
AMERICAN GENERAL DISTRIBUTORS, INC. (HOUSTON TX)
CT
10/07/1988 - 10/30/1995
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
BC
Issued 03/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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