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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John-mark? Claim Your ProfileJohn-Mark Dalton is a financial advisor at Raymond James & Associates, Inc. John-Mark has been in the industry since August 2010. John-Mark is registered with the state of North Carolina and Texas. John-Mark is also a registered representative with FINRA. John-Mark has a Series 66, Series 7, and SIE license. John-Mark is located in the Asheville branch office of Raymond James & Associates, Inc. John-Mark works with clients who are individuals, businesses, and institutions. John-Mark offers a variety of financial services, including financial planning, portfolio management, and retirement planning.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
06/22/2021 - Present
Raymond James & Associates, Inc. (Asheville NC)
NC
08/06/2010 - 05/28/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ASHEVILLE NC)
BOTH
Issued 09/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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