Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Jutkowitz is a financial advisor with over 10 years of experience in the industry. Mark is currently registered with Wells Fargo Clearing Services, LLC and has a strong track record of success in helping clients achieve their financial goals. Mark specializes in providing financial planning, portfolio management, and investment consulting services to individuals and businesses. Mark is committed to providing personalized service and working closely with clients to develop customized financial plans that meet their unique needs. Mark has a strong background in the financial services industry and holds the Series 7, Series 66, and SIE licenses. Mark is also a Certified Financial Planner™. In addition to his work as a financial advisor, Mark also serves as a lacrosse coach and is a trustee for his uncle'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
MD
11/02/2017 - Present
Wells Fargo Clearing Services, LLC (BETHESDA MD)
MD
01/02/2015 - 10/17/2017
COMMONWEALTH FINANCIAL NETWORK (Gaithersburg MD)
VA
10/03/2014 - 01/07/2015
PURSHE KAPLAN STERLING INVESTMENTS (Tysons Corner VA)
VA
06/18/2013 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (TYSONS CORNER VA)
BOTH
Issued 08/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2013
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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