Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stephen Bailey is a financial advisor with over 30 years of experience in the industry. Mark has held various roles in the financial industry, including positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, UBS Financial Services Inc., and LPL Financial Corporation. Mark's primary affiliation is with Wells Fargo Advisors Financial Network, LLC where Mark has been an advisor since 2015. Mark is a registered representative in several states and holds multiple licenses. Mark is passionate about helping individuals and families reach their financial goals. Mark is known for his expertise in financial planning, portfolio management, and investment consulting services.
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
OH
08/29/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BEACHWOOD OH)
NY
01/10/2022 - 09/06/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Williamsville NY)
NY
05/22/2015 - 01/11/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WILLIAMSVILLE NY)
NY
03/11/2010 - 05/28/2015
MORGAN STANLEY (WILLIAMSVILLE NY)
NY
02/27/2008 - 03/19/2010
UBS FINANCIAL SERVICES INC. (BUFFALO NY)
NY
02/16/1996 - 02/27/2008
LPL FINANCIAL CORPORATION (WILLIAMSVILLE NY)
NY
01/28/1993 - 02/27/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/07/1992 - 02/17/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
WI
11/15/1990 - 01/30/1992
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
05/03/1990 - 11/09/1990
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
05/30/1989 - 05/16/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
08/31/1987 - 06/14/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
01/21/1987 - 08/10/1987
TOWNSLEY ASSOCIATES AND COMPANY, INC.
BC
Issued 01/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1987
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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