Mark Bluestein, financial advisor Radnor PA

Mark Bluestein

CRD Number: 2168876
Current Firm: Wedbush Securities Inc.

Mark Bluestein (CRD# 2168876) is an Investment Advisor Representative working at Wedbush Securities Inc. in Radnor, PA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Wedbush Securities Inc. Radnor, PA Nov 2020 - Current 3
Wells Fargo Clearing Services, LLC Conshohocken, PA Nov 2016 - Nov 2020 4
Wells Fargo Advisors LLC Conshohocken, PA May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S65 NASAA Investment Advisors Law Examination Oct 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark M. Bluestein
Phone Number: 213-688-8000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    4,502
    MILLIONS
  • Total Number of Accounts
    9,055
    ACCOUNTS
  • Average Account Value
    $497,178
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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