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 Wierda is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Mark has been in the financial services industry since 2007. Mark is licensed to provide investment advice in 53 states and the District of Columbia. Mark has passed the Series 7, Series 9, SIE, and Series 66 exams. Previous employers include TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, CUSO Financial Services, L.P., and Ameriprise Financial Services, Inc. Mark works at the Jacksonville, FL office of Merrill Lynch, Pierce, Fenner & Smith 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
08/28/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
FL
04/11/2013 - 06/25/2015
TD AMERITRADE, INC. (PONTE VEDRA BEACH FL)
FL
06/29/2010 - 04/03/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
05/15/2007 - 02/05/2010
CUSO FINANCIAL SERVICES, L.P. (ORLANDO FL)
FL
09/13/2006 - 04/30/2007
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
BOTH
Issued 09/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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