Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Vincent Forktus is a financial advisor at Cordatus Wealth Management LLC. Mark has been in the financial services industry since October 24, 1988. Mark has passed the Series 6, 7, 9, 10, 24, 63, and 65 exams and is registered in several states including California, Indiana, Maryland, Mississippi, New Jersey, North Carolina, Pennsylvania, and Vermont. Mark previously worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Prospera Financial Services, and First Union Brokerage Services, Inc.
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.
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
PA
08/12/2022 - Present
Cordatus Wealth Management LLC (YARDLEY PA)
PA
10/01/2000 - 06/30/2022
WELLS FARGO CLEARING SERVICES, LLC (BRISTOL PA)
NC
01/01/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
OR
10/04/1994 - 01/01/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
09/22/1992 - 09/27/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NJ
09/22/1988 - 09/29/1992
TFS SECURITIES, INC. (LINCROFT NJ)
IA
Issued 05/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/01/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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