Mark G. Beedenbender
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Mark Gerard Beedenbender, who also goes by Mark Beedenbender, was a registered financial professional .
Mark is a previously registered financial professional and started their career in finance in 2008. Mark had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 2, 2018 - December 31, 2023
ELITE FINANCIAL PLANNING & WEALTH MANAGEMENT, INC.
June 8, 2015 - January 3, 2018
USA FINANCIAL SECURITIES LLC
June 8, 2015 - January 3, 2018
USA FINANCIAL SECURITIES LLC
March 4, 2011 - June 5, 2015
CHARLES SCHWAB & CO., INC.
February 23, 2011 - June 5, 2015
CHARLES SCHWAB & CO., INC.
January 25, 2011 - February 1, 2011
PNC WEALTH MANAGEMENT LLC
January 24, 2011 - February 1, 2011
PNC WEALTH MANAGEMENT LLC
March 3, 2008 - September 2, 2010
EDWARD JONES
February 13, 2008 - September 2, 2010
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ELITE FINANCIAL PLANNING & WEALTH MANAGEMENT, INC.
CRD#: 290644 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 8,330,543 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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