Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Allen Huntley is a financial advisor with over 30 years of experience in the industry. Mark is currently registered with Osaic Wealth, Inc., and has been with the firm since 2024. Prior to that, Mark was associated with Raymond James Financial Services, Inc. for over 12 years. Mark holds Series 7, 6, 22, 24, 63 and 65 licenses, as well as a SIE designation. Mark specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations.
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.
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2
VT
10/11/2024 - Present
Osaic Wealth, Inc. (LUDLOW VT)
VT
05/02/1997 - 12/14/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (LUDLOW VT)
NY
04/16/1996 - 05/09/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/15/1995 - 04/30/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
AZ
01/01/1993 - 11/06/1995
SPELMAN & CO., INC. (PHOENIX AZ)
GA
01/29/1992 - 12/31/1992
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
07/12/1991 - 02/07/1992
CANTRELL, KIM AND YU, INCORPORATED (LOS ANGELES CA)
IA
Issued 02/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/10/1991
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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