Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Mann is a financial advisor at Raymond James Financial Services Advisors, Inc. Mark has been in the industry for almost 30 years. He is a registered representative in Michigan and Texas and is also registered as an investment advisor representative in Michigan and Texas. Mark has a broad range of experience in providing financial advice to individuals, families, and businesses. Mark is dedicated to helping clients achieve their financial goals through a personalized approach that considers their individual needs and circumstances.
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
07/05/2023 - Present
Raymond James Financial Services Advisors, Inc. (Brighton MI)
MI
09/09/1991 - 06/01/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANN ARBOR MI)
IA
Issued 07/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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