Mark G. Bertler
Professional summary
Mark Gerald Bertler, who also goes by Mark G. Bertler, is a registered financial professional currently at MCLEAN SECURITIES, LLC located in Mclean, Virginia.
Mark is registered as a RR (Registered Representative) and started their career in finance in 2014. Mark has worked at 3 firms and has passed the Series 63, Series 79TO, SIE and Series 82 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Mark Gerald Bertler's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 19, 2016 - Present
MCLEAN SECURITIES, LLC
Office #1: 8260 Greensboro Drive Suite 350, Mclean, VA 22102Office #2: 8260 Greensboro Drive Suite 350, Mclean, VA 22102July 18, 2014 - January 13, 2016
MERIT SECURITIES, LLC
May 21, 2014 - July 14, 2014
FINANCE 500, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/19/2016)
Exams
Series 79TO
Date: 8/28/2020
Investment Banking Registered Representative ExaminationFINRA
Current Firm
MCLEAN SECURITIES, LLC
CRD#: 104117 / SEC#: , 8-52565
Contact information
FINRA licenses (2 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE MCLEAN GROUP, LLC | PARENT | |
| MARTIN, MITCHELL ZACHARY | CCO | 4993937 |
| SMITH, ANDREW CLIFFORD | FINOP |
Disclosures
| Regulatory Event | 1 |
Red Flags
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