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Daniel Jones Mark

Vanguard Marketing Corp.

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About Daniel Jones Mark

Daniel Mark is a registered investment advisor with Vanguard Marketing Corp. Daniel holds a Series 6, Series 7, and Series 63 licenses, and is also registered with the state of Arizona. Daniel has been in the industry since July 2015. Daniel has experience with a wide range of financial products, including investment company products and variable contracts, and is also well-versed in the general securities market. Daniel is committed to providing clients with the highest level of service and expertise.

Firm Information

Daniel Mark is currently registered with Vanguard Marketing Corp.. Vanguard Marketing Corp. is a Corporation that was formed on April 21, 1977. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1,975

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Daniel Mark’s Registration & Firm History

AZ

07/16/2015 - Present

Vanguard Marketing Corp. (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 07/28/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2016

Series 7 - General Securities Representative Examination

BC

Issued 07/16/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Jones Mark.
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