Unclaimed
Mark Parsons is an investment advisor representative with Parsons Financial Group, LLC. Mark is also a registered investment advisor in Florida. Mark has over 20 years of experience in the financial services industry. Mark has worked for several firms including Raymond James Financial Services, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and A. G. Edwards & Sons, Inc.. Mark has a wide range of experience in financial planning and portfolio management. He specializes in providing financial advice to high-net-worth individuals and other clients. Mark holds the Series 7, Series 9, Series 10, Series 31, Series 63, and Series 65 licenses. Mark is also a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/16/2019 - Present
Parsons Financial Group, LLC (MELBOURNE FL)
FL
07/03/2003 - 07/11/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (VERO BEACH FL)
MO
07/01/2003 - 07/10/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
08/28/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
09/30/1991 - 09/01/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 06/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/22/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/26/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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