Unclaimed
Mark Musso is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Mark has been in the financial services industry since November 2000. Mark is registered with FINRA and the Securities Investor Protection Corporation. Mark is also registered with the state of Louisiana as an investment advisor representative and is licensed to sell securities in the state of Texas. Mark is a Registered Representative and an Investment Advisor Representative with Wells Fargo Advisors.
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
LA
01/02/2020 - Present
Wells Fargo Advisors Financial Network, LLC (LAKE CHARLES LA)
LA
06/29/2006 - 01/02/2020
WELLS FARGO CLEARING SERVICES, LLC (LAFAYETTE LA)
LA
11/02/2000 - 07/03/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAFAYETTE LA)
BOTH
Issued 12/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/10/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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