Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Raymond Dick is a financial advisor with over 40 years of experience in the industry. Mark is registered as a broker-dealer and investment advisor in multiple states. Mark is affiliated with &partners, a firm that provides a wide range of financial services, including investment management, financial planning, and portfolio management for individuals and businesses.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
NY
08/30/2024 - Present
&partners (PITTSFORD NY)
NY
01/01/2008 - 09/04/2024
WELLS FARGO CLEARING SERVICES, LLC (ROCHESTER NY)
NY
02/20/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ROCHESTER NY)
NY
02/15/1988 - 03/12/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
02/04/1974 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
07/02/1973 - 03/20/1974
DUPONT WALSTON, INCORPORATED
NA
07/24/1970 - 07/02/1973
DUPONT GLORE FORGAN INC
IA
Issued 09/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/02/1981
Series 5 - Interest Rate Options Examination
BC
Issued 12/08/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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