Profil
Mr. Charles N.
Marks is a Chief Executive Officer & Managing Director at Marks Wealth LLC.
Mr. Marks was previously employed as a Managing Director by Wells Fargo Clearing Services LLC and a First Vice President by Merrill Lynch, Pierce, Fenner & Smith, Inc.
He has a Bachelor of Science in Finance and Marketing from Salisbury University, Perdue School of Business.
He holds a Series 7 registration, Series 66 registration, and insurance license.
Aktive Positionen von Charlie Marks
Unternehmen | Position | Beginn |
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Marks Wealth LLC
Marks Wealth LLC Investment ManagersFinance Marks Wealth LLC, do-business-as Marks Wealth Management (MWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Annapolis, Maryland. Founded in 2020, MWM offers a variety of advisory services through a comprehensive wealth management relationship with individual and institutional clients. | Vorstandsvorsitzender | 01.09.2020 |
Ehemalige bekannte Positionen von Charlie Marks
Unternehmen | Position | Ende |
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Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | 01.09.2020 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01.09.2015 |
Ausbildung von Charlie Marks
Salisbury State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Private Unternehmen | 3 |
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Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
Marks Wealth LLC
Marks Wealth LLC Investment ManagersFinance Marks Wealth LLC, do-business-as Marks Wealth Management (MWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Annapolis, Maryland. Founded in 2020, MWM offers a variety of advisory services through a comprehensive wealth management relationship with individual and institutional clients. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |