Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Weibel is a financial advisor with over 35 years of experience in the industry. Mark is currently registered with Osaic Wealth, Inc. and has held previous registrations with Securities America, Inc., Citizens Securities, Inc., PNC Investments, Natcity Investments, Inc., Wachovia Securities, LLC, Lehman Brothers Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Mark holds the Series 3, Series 7, and Series 63 licenses and the SIE and Series 65 examinations. Mark specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and businesses. Mark is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
06/14/2024 - Present
Osaic Wealth, Inc. (ERIE PA)
PA
09/26/2019 - 06/14/2024
SECURITIES AMERICA, INC. (ERIE PA)
PA
08/24/2012 - 08/01/2019
CITIZENS SECURITIES, INC. (ERIE PA)
PA
11/13/2009 - 08/20/2012
PNC INVESTMENTS (ERIE PA)
PA
12/15/2004 - 11/13/2009
NATCITY INVESTMENTS, INC. (FAIRVIEW PA)
MO
11/30/1990 - 12/03/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/31/1989 - 12/19/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/19/1988 - 03/14/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
10/19/1988 - 03/14/1989
IDS LIFE INSURANCE COMPANY
IA
Issued 03/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1989
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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