Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Jonathon Weisser is a registered representative with Wells Fargo Clearing Services, LLC. Mark has been in the financial services industry since 1986 and is licensed in a number of states. Mark's previous employment included positions at A.G. Edwards & Sons, Inc., Smith Barney, Harris Upham & Co., Incorporated, Welshire Securities, Inc., and Investors Center, Inc. Mark is a specialist in a range of investment services including financial planning, pension consulting, and portfolio management for businesses and individuals. Mark is also co-trustee for his mother's trust.
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
NY
03/27/2014 - Present
Wells Fargo Clearing Services, LLC (PURCHASE NY)
NY
01/07/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WHITE PLAINS NY)
NY
08/07/1989 - 01/16/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
10/25/1988 - 07/29/1989
WELLSHIRE SECURITIES, INC.
NA
09/24/1986 - 11/14/1988
INVESTORS CENTER, INC.
BC
Issued 08/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1986
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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