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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 Patterson Fellows is a financial advisor with over 35 years of experience. Mark has a Series 3, 7, 9, 10, 63 and SIE licenses. Mark has worked for both Wells Fargo Advisors and A.G. Edwards & Sons and is currently registered with Benjamin F. Edwards & Company, Inc. Mark is a registered investment advisor representative in 12 states, including Colorado, California, Florida, Nevada, New Mexico, Oregon, Utah, Arizona, Connecticut, Louisiana, and Missouri. Mark provides financial planning and portfolio management services to individuals, businesses, trusts, and retirement plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
10/11/2013 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
CO
01/01/2008 - 10/15/2013
WELLS FARGO ADVISORS, LLC (GREENWOOD VILLAGE CO)
CO
12/26/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENWOOD VILLAGE CO)
BC
Issued 12/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/25/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1996
Series 3 - National Commodity Futures Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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