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Mark Fell, AIF®

Mark Fell, AIF®

Trading Clerk

Followers of Mark Fell, AIF®429 followers
location of Mark Fell, AIF®Mount Pleasant, South Carolina, United States

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  • Timeline

  • About me

    Founder & Financial Advisor at Conte Fell Advisors

  • Education

    • University of South Carolina - The Moore School of Business

      1995 - 1997
      Bachelor's of Science Finance, Business Administration

      Activities and Societies: Pi Kappa Alpha Academic Dean's List/Scholarship awardee, Moore School of Business-USC: 1995-1997

  • Experience

    • Levine Securites, Inc.

      May 1998 - Feb 2001
      Trading Clerk

      New York Stock Exchange member firm specializing in sell side equity trading. Serviced institutional trading desks, investment banks, & house brokerage stock orders.

    • SLL, Inc.

      Feb 2001 - Mar 2002
      Sales Trader

      Boutique NYSE equity trading firm servicing banks, mutual funds and other institutional trading houses.

    • Morgan Keegan

      Mar 2002 - Feb 2007
      Assoc. Vice President

      As a Morgan Keegan NYSE Trading Floor representative, I was responsible for managing equity order flow, compliance, execution, and reporting.

    • New England Securites

      Jul 2007 - Feb 2011
      Investment Advisor Representative

      Established client relationships, executed financial plans, proposed holistic solutions, and maintained investment portfolios.

    • Conte Fell Advisors (formerly Clayton Fell Advisors)

      Feb 2011 - now
      Founder & Financial Advisor

      Develop, Manage, and Monitor client investment portfolios. Research new investment opportunities and integrate when appropriate. Maintain client relationships. Cultivate New Client Relationships through Marketing initiatives. Build Professional Alliances.Specialties: Retirement Strategies, Portfolio Development, Asset Allocation Strategies, Estate Conservation, Group Benefits, Personal Insurance, Business Succession, Executive Benefit & Philanthropic Gifting Strategies.Securities and investment advisory services offered through Cetera Advisors, LLC., member FINRA/SIPC. Cetera Advisors LLC is not affiliated with any other named entity. Main office: 2036 eWall Street, Mt. Pleasant, SC 29464. Show less

    • Cetera Advisors LLC

      Feb 2011 - now
      Investment Advisor Representative

    • Lowcountry Advisor Services

      Jul 2015 - Jan 2018
      Registered Principal

      My responsibilities include recruiting like minded professionals looking to align themselves with an advisory branch focused on the culture of client service, camaraderie and community awareness.

  • Licenses & Certifications

    • Accredited Investment Fiduciary (AIF)

      Fi360, A Broadridge company
      Aug 2018
      View certificate certificate

  • Volunteer Experience

    • Past President

      Issued by The Exchange Club of Charleston, SC on Apr 2010
      The Exchange Club of Charleston, SCAssociated with Mark Fell, AIF®

    • Director

      Issued by COMMUNITIES IN SCHOOLS OF SOUTH CAROLINA on Aug 2018
      COMMUNITIES IN SCHOOLS OF SOUTH CAROLINAAssociated with Mark Fell, AIF®

    • Director

      Issued by The Exchange Club Fair of Charleston, Inc. on Jan 2017
      The Exchange Club Fair of Charleston, Inc.Associated with Mark Fell, AIF®