Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stanley Brellis is a financial advisor with Wells Fargo Clearing Services, LLC, based in Woodbury, NY. Mark has over 25 years of experience in the financial services industry, previously working with Ameriprise Financial Services, LLC, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. Mark is a Certified Financial Planner™ and holds Series 7, 31, 63, and 65 licenses, as well as the SIE exam. Mark's practice focuses on providing financial planning and investment management services to individuals, families, and businesses.
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
NY
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (WOODBURY NY)
NY
03/16/2012 - 03/22/2021
AMERIPRISE FINANCIAL SERVICES, LLC (MELVILLE NY)
NY
06/01/2009 - 03/20/2012
MORGAN STANLEY SMITH BARNEY (MELVILLE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MELVILLE NY)
NY
05/29/1996 - 04/02/2007
MORGAN STANLEY DW INC. (MELVILLE NY)
IA
Issued 06/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 05/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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