Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Steven Wilson is a financial advisor with over 34 years of experience in the financial services industry. Mark is registered as a Registered Representative and Investment Advisor Representative with Arkadios Wealth Advisors, a firm with over 137 investment advisor representatives and $2.6 billion in regulatory assets under management. Mark is a Chartered Financial Consultant, and has a strong background in financial planning, portfolio management, and pension consulting. Mark provides advice to a wide range of clients, including individuals, high-net-worth individuals, corporations, and other businesses. Mark's areas of specialization include: Financial Planning, Retirement Planning, College Savings, and Estate Planning.
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.
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.
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2
NY
04/27/2022 - Present
Arkadios Wealth Advisors (East Rochester NY)
NY
04/16/2007 - 04/28/2022
MML INVESTORS SERVICES, LLC (ROCHESTER NY)
NY
06/01/2005 - 04/18/2007
AXA ADVISORS, LLC (ROCHESTER NY)
NY
07/01/1988 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
03/06/2000 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
07/01/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 09/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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