Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Dudley is a financial advisor with over 30 years of experience in the industry. Mark is registered with First Citizens Investor Services, Inc. and holds several licenses and certifications including the Series 7, 24 and 52TO. Mark specializes in providing financial planning and investment advice to a wide range of clients including individuals, corporations, and charitable organizations. Mark's previous experience includes working at Hancock Whitney Investment Services Inc. and various firms within the Cetera network.
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.
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
LA
01/31/2025 - Present
First Citizens Investor Services, Inc. (Covington LA)
CA
09/21/2022 - 04/01/2024
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CO
09/21/2022 - 04/01/2024
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
IL
09/21/2022 - 04/01/2024
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
09/21/2022 - 04/01/2024
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
LA
02/10/2012 - 08/23/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (COVINGTON LA)
LA
02/29/2008 - 02/13/2012
PRIMEVEST FINANCIAL SERVICES, INC. (MANDEVILLE LA)
LA
05/21/2002 - 02/29/2008
WHITNEY SECURITIES, L.L.C. (NEW ORLEANS LA)
NA
06/06/1991 - 02/24/1995
HATTIER, SANFORD & REYNOIR
NA
11/26/1990 - 06/18/1991
MORGAN KEEGAN & COMPANY, INC.
NA
12/12/1983 - 11/26/1990
SCHARFF & JONES, INC.
BC
Issued 05/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 06/30/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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