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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 Lawrence Stackable is a financial advisor with over 30 years of experience in the industry. Mark is currently registered with Wells Fargo Clearing Services, LLC in Traverse City, MI. Mark has experience working with a variety of clients including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, insurance companies, and individuals other than high-net-worth individuals. Mark holds licenses for Series 6, 7, 31, and 63 securities exams as well as the SIE and Series 65 investment advisor exams. Mark is also registered with the state of Florida as an Investment Advisor Representative.
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.
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2
MI
12/08/2011 - Present
Wells Fargo Clearing Services, LLC (TRAVERSE CITY MI)
MI
06/01/2009 - 12/08/2011
MORGAN STANLEY SMITH BARNEY (TRAVERSE CITY MI)
MI
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TRAVERSE CITY MI)
NY
05/11/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/10/1988 - 05/03/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
05/10/1988 - 05/03/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/26/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1988
Series 6 - Investment Company Products/Variable Contracts 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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