Unclaimed
Mark Alan Aho is a financial advisor with Raymond James Financial Services Advisors, Inc., registered in Michigan, Florida and Texas. Mark has been in the financial services industry since 1996 and is a Certified Financial Planner. Mark has experience providing financial planning, portfolio management, and pension consulting services to a wide range of clients. Mark is registered with the Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority (FINRA).
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
02/10/2014 - Present
Raymond James Financial Services Advisors, Inc. (MARQUETTE MI)
MI
01/01/2008 - 10/28/2013
WELLS FARGO ADVISORS, LLC (MARQUETTE MI)
MI
08/29/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MARQUETTE MI)
NY
01/01/1997 - 09/19/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 01/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/01/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 12/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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