Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Mountain has been in the industry since January 22, 2020. Mark is a registered representative with Wells Fargo Securities, LLC and has been with the firm since October 15, 2021. Mark previously worked at EDGEPOINT CAPITAL ADVISORS LLC from October 25, 2007 to July 17, 2009. Mark has passed the Series 63, Series 79TO, SIE, and Series 7 exams. Mark holds registrations in 53 states and the District of Columbia.
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.
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2
OH
10/15/2021 - Present
Wells Fargo Securities, LLC (Cleveland OH)
OH
10/25/2007 - 07/17/2009
EDGEPOINT CAPITAL ADVISORS LLC (BEACHWOOD OH)
BC
Issued 09/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/24/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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