Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Mark Veenis is a financial advisor who has been working in the industry since April 1979. Jon Mark has a wide range of experience, having worked for several prominent firms such as Lehman Brothers, Smith Barney, and Paine Webber. Jon Mark is currently registered as a Registered Representative with Newedge Advisors. Jon Mark specializes in a variety of investment services, including financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
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.
1
2
PA
11/01/2021 - Present
Newedge Advisors (Pittsburgh PA)
NY
07/31/1993 - 03/21/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
07/02/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
05/09/1990 - 06/22/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/06/1981 - 05/17/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
03/26/1979 - 06/04/1981
E. F. HUTTON & COMPANY INC
IA
Issued 02/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1990
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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