Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark MacInnis is a registered representative with MML Investors Services, LLC in Glen Allen, Virginia. Mark MacInnis has over 20 years of experience in the financial services industry. Mark is a Series 6, 7, 63, and 65 licensed financial advisor, specializing in a wide range of financial services including: Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for Individuals and Businesses. Mark also provides insurance services through Financial Group of Virginia, Financial Services of Virginia, and MassMutual Life Insurance Company.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
03/25/2017 - Present
MML Investors Services, LLC (Glen Allen VA)
VA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (RICHMOND VA)
VA
01/30/2002 - 01/02/2015
NEW ENGLAND SECURITIES (Richmond VA)
IA
Issued 12/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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