Unclaimed
Mark Podber is a financial advisor in Atlanta, Georgia. He has been in the industry since February 1986. Mark Podber is currently registered with Wells Fargo Clearing Services, LLC. He is also registered with the state of Georgia. Previously, Mark Podber worked at A. G. Edwards & Sons, Inc., Wachovia Securities, Inc., and PaineWebber Incorporated. Mark Podber has a Series 7, Series 63 and SIE licenses. He holds specializations in securities, commodities, insurance, investment banking, and real estate. Mark Podber is also the owner of CAB Connect, a website that connects travelers going to and from similar locations to share cab fees.
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
GA
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
12/17/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ATLANTA GA)
NC
08/18/1997 - 12/21/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NJ
02/19/1986 - 08/26/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 02/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities 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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