Unclaimed
Mark Robert Mahaney is an investment advisor representative with Wealthcare Advisory Partners LLC. Mark has over 30 years of experience in the financial services industry. Mark has a Series 7, 31, and 63 license as well as a Series 65 license and has a strong track record of providing investment advice to individuals, corporations, charitable organizations, and pension plans. Mark is committed to providing clients with personalized financial advice and helping them achieve their financial goals. He is dedicated to building long-term relationships with his clients and providing them with the highest level of service. Mark has worked for various financial institutions in his career including Wells Fargo Advisors, LLC, Legg Mason Wood Walker, Incorporated, and Hamilton Investments, Inc. Mark is based in Baltimore, Maryland.
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.
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.
1
2
MD
01/02/2025 - Present
Wealthcare Advisory Partners LLC (Baltimore MD)
MD
03/20/2001 - 09/08/2016
WELLS FARGO ADVISORS, LLC (BALTIMORE MD)
MD
03/20/1995 - 03/16/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
05/07/1993 - 02/03/1995
HAMILTON INVESTMENTS, INC.
IA
Issued 04/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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