Unclaimed
Mark Joseph Wilson is a financial professional with over 25 years of experience in the financial services industry. Mark is currently registered with Bernstein Institutional Services LLC in New York and New Jersey, and previously held positions at Sanford C. Bernstein & Co., LLC, Hovde Group, LLC, Keefe, Bruyette & Woods, Inc., and CIBC World Markets Corp. Mark holds Series 7, Series 55, and Series 63 licenses. Mark is a specialist in equity trading and investment strategy, and he offers a range of services including educational seminars and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NY
03/29/2024 - Present
Bernstein Institutional Services LLC (NEW YORK NY)
NY
05/11/2022 - 03/29/2024
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
07/14/2017 - 10/04/2017
HOVDE GROUP, LLC (NEW YORK NY)
NY
12/03/2001 - 03/29/2017
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
NY
03/16/1993 - 11/01/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NJ
01/19/1993 - 03/02/1993
FIRST INTERREGIONAL EQUITY CORP. (MILBURN NJ)
BC
Issued 04/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mark Wilson is the right advisor for you? Invested Better is here to help.