Unclaimed
Mark Sochinsky is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL. Mark has over 20 years of experience in the financial services industry. Mark has passed a variety of securities exams, including Series 3, 4, 6, 7, 24, 52, 53, 66, 82, and SIE. Mark holds Series 66 registration in FL, and also holds licenses in 52 other states. Mark is affiliated with Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL, and has held previous positions with Intersecurities, Inc. and Franklin/Templeton Distributors, Inc.
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
FL
03/06/2009 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
FL
01/23/2004 - 11/28/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
04/04/2000 - 04/24/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CA
09/30/1999 - 10/21/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 03/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/26/2007
Series 4 - Registered Options Principal Examination
BC
Issued 01/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2007
Series 3 - National Commodity Futures Examination
BC
Issued 05/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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