Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Wade Martin is a financial advisor in Frisco, Texas. Mark Wade Martin has been in the industry since April 2014. Mark Wade Martin is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Mark Wade Martin has passed the Series 6, 7, 63, and 66 exams, and the Securities Industry Essentials (SIE) Exam. Mark Wade Martin is registered to offer investment advice in 51 states. In addition, Mark Wade Martin is a registered investment advisor representative in North Carolina. Mark Wade Martin is licensed to offer investment advice in 51 states and is also registered as an investment advisor representative in North Carolina. Mark Wade Martin is a registered representative of TIAA-CREF Individual & Institutional Services, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
09/11/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
NC
12/02/2013 - 01/20/2015
P.J. ROBB VARIABLE CORPORATION (CHARLOTTE NC)
BOTH
Issued 09/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Martin is the right advisor for you? Invested Better is here to help.
