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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Mark Case is an investment advisor representative with Next Financial Group, Inc. John Mark Case is a registered investment advisor in South Carolina and is also a registered representative with FINRA. John Mark Case has been in the industry since 1991. John Mark Case is active in several states, including Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Kentucky, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, and Virginia. John Mark Case has specialized in investment advisory services for individuals, businesses, and pension plans. John Mark Case has experience with various investment products and services, including stocks, bonds, mutual funds, and insurance. John Mark Case is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
SC
01/02/2025 - Present
Next Financial Group, Inc. (LEXINGTON SC)
MA
06/20/2002 - 12/31/2003
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
SC
12/20/1994 - 05/17/2002
SOUTHERN FINANCIAL GROUP, INC. (COLUMBIA SC)
MA
08/18/1993 - 12/01/1994
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
SC
01/29/1991 - 08/11/1993
SOUTHERN FINANCIAL GROUP, INC. (COLUMBIA SC)
IA
Issued 05/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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