Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Quincy Wright is a financial advisor with Wells Fargo Clearing Services, LLC. Mark has over 20 years of experience in the financial industry. Mark is registered in 24 states and specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for both businesses and individuals. Mark holds Series 6, 7, 24, 63, and 65 licenses and the SIE designation. Mark is also a member of the endowment committee at Keller United Methodist Church.
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
TX
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (DALLAS TX)
TX
01/03/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DALLAS TX)
TX
01/03/2005 - 01/27/2006
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
CA
05/30/2003 - 01/03/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
KS
12/06/2002 - 04/28/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 03/06/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2002
Series 6 - Investment Company Products/Variable Contracts 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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