Mark Vesely (CRD# 6127618) is an Investment Advisor Representative working at Commonwealth Financial Network in Poughkeepsie, NY and has over 3 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5619407
Edward Jones
CRD# 5727035
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Jan 2024 - Current | < 1 |
| Dutchess Harbour Wealth Management LLC | Poughkeepsie, NY | Jan 2024 - Current | < 1 |
| Unemployed | Poughkeepsie, NY | Jan 2022 - Jan 2024 | 2 |
| Jpmorgan Chase Bank, N.a. | Newburgh, NY | Aug 2021 - Jan 2022 | < 1 |
| J.p. Morgan Securities LLC | Newburgh, NY | Aug 2021 - Jan 2022 | < 1 |
| Unemployed | Poughkeepsie, NY | Mar 2021 - Aug 2021 | < 1 |
| Lpl Financial LLC | Poughkeepsie, NY | Mar 2020 - Mar 2021 | 1 |
| Dsl Financial Services | Poughkeepsie, NY | Mar 2020 - Mar 2021 | 1 |
| Unemployed | Poughkeepsie, NY | Mar 2020 - Mar 2020 | < 1 |
| Robert Half International | New City, NY | Aug 2019 - Mar 2020 | < 1 |
| Unemployed | Poughkeepsie, NY | Jul 2019 - Aug 2019 | < 1 |
| Fraleigh & Rakow Inc. | Hyde Park, NY | Jan 2018 - Jul 2019 | 1 |
| Unemployed | Poughkeepsie, NY | Jan 2018 - Jan 2018 | < 1 |
| Four Bridges Inc. | Poughkeepsie, NY | Sep 2017 - Jan 2018 | < 1 |
| Rocking Horse Ranch Resort | Highland, NY | Sep 2017 - Nov 2017 | < 1 |
| Unemployed | Milton/poughkeepsie, NY | May 2017 - Sep 2017 | < 1 |
| Strategic Financial Solutions | New York, NY | May 2017 - May 2017 | < 1 |
| Unemployed | Milton, NY | May 2017 - May 2017 | < 1 |
| M&t Bank | Fishkill, NY | Jun 2016 - May 2017 | < 1 |
| Unemployed | Milton, NY | Jun 2016 - Jun 2016 | < 1 |
| Wells Fargo Advisors | Poughkeepsie, NY | Oct 2012 - Jun 2016 | 3 |
| Aflac | Fishkill, NY | May 2015 - Feb 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2020 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- NY
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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