Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Tasher is a financial advisor with over 40 years of experience in the industry. Mark is currently registered with Wells Fargo Clearing Services, LLC in Red Bank, NJ and has been with the firm since 2016. Prior to joining Wells Fargo, Mark worked at Prudential Securities Incorporated and Mid-State Securities Corp. Mark holds a Series 7, Series 63, Series 52, Series 1, and SIE license. Mark specializes in providing financial planning, investment consulting services, and portfolio management for individuals and businesses. Mark is also registered as an Investment Advisor Representative in New Jersey.
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
NJ
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (RED BANK NJ)
NY
05/18/1984 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/04/1983 - 05/09/1984
MID-STATE SECURITIES CORP.
NA
07/18/1977 - 06/02/1983
GIBRALTAR SECURITIES CO.
IA
Issued 12/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1979
Series 52 - Municipal Securities Representative Examination
BC
Issued 11/20/1978
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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