Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Sicilia is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Mark is registered with FINRA and has been in the industry since 1987. Mark is affiliated with two branch offices, one in Bethesda, MD and another in Bluffton, SC. Mark is also registered as an Investment Advisor Representative (IAR) in Connecticut and South Carolina. In addition to being registered with Wells Fargo Advisors Financial Network, LLC, Mark is also the 100% owner of Perspective Wealth Management LLC, an investment-related business.
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
MD
04/23/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
SC
06/22/2001 - 04/18/2024
WELLS FARGO CLEARING SERVICES, LLC (BLUFFTON SC)
NY
11/04/1996 - 06/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
10/06/1992 - 11/04/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
PA
01/06/1988 - 10/06/1992
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NA
09/22/1987 - 12/23/1987
INTERVEST SECURITIES, INC.
IA
Issued 02/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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