Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Whitney Tuller is a financial advisor with over 27 years of experience in the industry. Mark is currently registered with Wells Fargo Clearing Services, LLC in Roswell, Georgia. Mark has a broad range of experience, including securities, commodities, and investment advisory services. Mark is a registered representative of Wells Fargo Clearing Services, LLC, and an investment advisor representative of Wells Fargo Advisors LLC. Mark has a Series 3, Series 7, Series 9, Series 10, Series 63, and Series 65 license. Mark has been a licensed agent since 1995, and has held a variety of positions in the financial services industry. Mark provides investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses.
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.
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2
GA
03/30/2009 - Present
Wells Fargo Clearing Services, LLC (ROSWELL GA)
GA
11/14/1995 - 04/02/2009
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
IA
Issued 04/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/29/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2004
Series 3 - National Commodity Futures Examination
BC
Issued 11/13/1995
Series 7 - General Securities 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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