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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 Reitan is a financial advisor who has been working in the industry since 1999. He is currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Mark has worked with both Wells Fargo Investments, LLC and Thrivent Investment Management Inc. in the past. He holds Series 63, 66, 7, 9, and 10 licenses and specializes in investment consulting services to institutional clients. Mark has experience working with a variety of client types, including high-net-worth individuals, corporations, and pension and profit-sharing 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.
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
MO
01/24/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MN
06/26/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
11/08/2005 - 05/22/2006
THRIVENT INVESTMENT MANAGEMENT INC. (GOLDEN VALLEY MN)
MN
03/25/1999 - 06/03/2005
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BOTH
Issued 03/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/06/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1999
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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