Unclaimed
Mark Parson is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Mark has been in the securities industry since March 2016. Mark holds the Series 7, Series 66 and SIE licenses. Mark has a branch office location in Owosso, Michigan. Mark also has a branch office location in Saginaw, Michigan. Mark is registered with the state of Michigan and Texas. Mark's previous employment was with WELLS FARGO CLEARING SERVICES, LLC. Mark is currently registered with the state of Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas.
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
MI
05/06/2022 - Present
Wells Fargo Advisors Financial Network, LLC (Owosso MI)
MI
03/04/2016 - 05/06/2022
WELLS FARGO CLEARING SERVICES, LLC (OWOSSO MI)
BOTH
Issued 05/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Parson is the right advisor for you? Invested Better is here to help.