Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Wolfram is a financial advisor registered with M&T Securities, Inc. Mark has been in the industry since 2012 and holds several licenses including the Series 6, Series 63 and Series 79TO. Mark has a background in investment banking and variable contracts. Mark is currently registered in the state of Maryland, but has prior experience in New York. Mark is an active member of the broker-dealer community and is dedicated to helping clients achieve their financial goals.
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.
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.
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2
MD
09/20/2023 - Present
M&T Securities, Inc. (BALTIMORE MD)
NY
03/07/2012 - 09/01/2016
M&T SECURITIES, INC. (ROCHESTER NY)
BC
Issued 04/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/04/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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