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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Bagley is an investment advisor representative with Hirtle, Callaghan & CO., LLC. Mark is registered with the state of Pennsylvania. Mark has been in the securities industry since 1998. Mark has passed several exams including the Series 3, Series 63, Series 65 and Series 7 exams. Mark has previously worked at CMS Investment Resources, Inc.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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PA
09/17/1999 - Present
Hirtle, Callaghan & CO., LLC (WEST CONSHOHOCKEN PA)
PA
04/09/1998 - 07/13/1999
CMS INVESTMENT RESOURCES, INC. (WYNNEWOOD PA)
IA
Issued 06/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2012
Series 3 - National Commodity Futures Examination
BC
Issued 04/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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