Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Philpott is a financial advisor with Wesbanco Securities, Inc. Mark has been in the financial services industry since 1988, and he provides services such as financial planning, selection of other advisors, and portfolio management for individuals. Mark also holds the Series 7, Series 24, and Series 63 licenses, as well as the Series 65 license. Mark has previously worked for Fifth Third Securities, Inc., PNC Investments, and CUNA Brokerage Services, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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KY
08/26/2024 - Present
Wesbanco Securities, Inc. (Sheperdsville KY)
KY
05/14/2024 - 08/22/2024
FIFTH THIRD SECURITIES, INC. (Louisville KY)
KY
08/10/2021 - 05/06/2024
WESBANCO SECURITIES, INC. (Mount Washington KY)
KY
05/29/2020 - 07/20/2021
CUNA BROKERAGE SERVICES, INC. (Bardstown KY)
KY
08/26/2019 - 05/18/2020
WESBANCO SECURITIES, INC. (Frankfort KY)
KY
11/08/2017 - 10/26/2018
PNC INVESTMENTS (LOUISVILLE KY)
KY
11/13/2009 - 04/28/2017
PNC INVESTMENTS (LOUISVILLE KY)
OH
06/01/1996 - 11/13/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
01/04/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
05/27/1994 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
03/14/1989 - 06/01/1996
NATIONAL CITY INVESTMENTS CORPORATION
NA
05/10/1988 - 08/30/1988
J.J.B. HILLIARD, W.L. LYONS, INC.
IA
Issued 01/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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