Unclaimed
Mark Alan Wilson is a financial advisor with over 35 years of experience in the financial services industry. He has a strong background in both brokerage and investment advisory services. Mark currently works at Wilson Parker Connally Stephenson Inc. in Fort Worth, TX. His previous experience includes working at Wilson Stephenson Incorporated, Capital Investment Managers, Inc., and University Partners Investment Corp. Mark is licensed in Texas and holds the Series 4, 7, 27, 63, 99TO, and SIE exams.
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.
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.
1
2
TX
09/03/2015 - Present
Wilson Parker Connally Stephenson Inc. (FORT WORTH TX)
TX
05/29/1990 - 11/23/2015
WILSON STEPHENSON INCORPORATED (FORT WORTH TX)
TX
05/19/1987 - 05/25/1990
CAPITAL INVESTMENT MANAGERS, INC. (FORT WORTH TX)
NA
07/23/1986 - 03/30/1987
UNIVERSITY PARTNERS INVESTMENT CORP.
BC
Issued 08/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2003
Series 4 - Registered Options Principal Examination
BC
Issued 12/13/1988
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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