Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Wayne Elledge is a financial advisor with over 35 years of experience in the industry. Mark has worked with Ameriprise Financial Services, LLC since March of 2020, and before that, he was with Southwest Securities, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Lehman Brothers Inc. Mark is a licensed Registered Representative and Investment Advisor Representative in the state of Texas, as well as several other states. Mark provides various advisory services, including financial planning, pension consulting, and asset allocation. Mark has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized service and building long-term relationships with his clients.
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.
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.
Asset allocation services
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
TX
10/24/2011 - Present
Ameriprise Financial Services, LLC (FORT WORTH TX)
TX
09/24/2009 - 11/02/2011
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
06/01/2009 - 10/15/2009
MORGAN STANLEY SMITH BARNEY (FT. WORTH TX)
TX
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FT. WORTH TX)
NY
09/26/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/19/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1995
Series 15 - Foreign Currency Options Examination
BC
Issued 10/27/1986
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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