Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stephenson Sarrett is a registered investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Mark has been in the securities industry since 2011 and is licensed to provide investment advice in Virginia and Missouri. Mark's areas of specialization include financial planning, portfolio management for businesses and individuals, as well as investment consulting services for institutional clients. Mark holds Series 66, Series 7, and SIE licenses, as well as a bachelor's degree in Business Administration from the University of Virginia. He is also a member of the Endowment Committee for Hampton Roads Academy.
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.
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2
VA
11/23/2011 - Present
Wells Fargo Advisors Financial Network, LLC (RICHMOND VA)
BOTH
Issued 11/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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