Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stoll is a financial advisor with over 30 years of experience in the industry. Mark is a registered representative of Wells Fargo Advisors Financial Network, LLC in Bethesda, MD. Mark's previous experience includes roles at Wells Fargo Clearing Services, LLC, Ladenburg Capital Management Inc., and Ladenburg, Thalmann & Co., Inc.. Mark holds licenses in Maryland and has passed numerous industry exams, including the Series 7, Series 10, Series 24, Series 31, and Series 63 and 65. Mark's specialties include portfolio management for individuals and businesses, investment consulting services, and financial 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.
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
NJ
06/27/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RED BANK NJ)
NJ
01/08/2002 - 06/26/2024
WELLS FARGO CLEARING SERVICES, LLC (OAKHURST NJ)
NY
05/31/2001 - 10/16/2001
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
NY
04/30/2001 - 10/12/2001
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
04/25/2001 - 05/30/2001
QUICK & REILLY, INC. (NEW YORK NY)
PA
10/21/1998 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
08/09/1996 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
CA
02/03/1993 - 08/09/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NA
11/10/1992 - 01/07/1993
F.N. WOLF & CO., INC.
NA
06/21/1988 - 11/04/1988
F.N. WOLF & CO., INC.
IA
Issued 12/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/30/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/31/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/03/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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