Unclaimed
Mark Allison is a financial advisor with Samco Capital Markets, Inc. located in Plano, TX. Mark has been in the securities industry since April 3, 2014. Mark holds the following licenses and certifications: Series 7, Series 52, Series 50, Series 63, and SIE. Mark is registered with the state of Texas. Mark was previously employed at SOUTHWEST SECURITIES, INC. in Dallas, TX.
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.
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.
1
2
TX
01/15/2015 - Present
Samco Capital Markets, Inc. (Plano TX)
TX
04/04/2014 - 02/13/2015
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BC
Issued 01/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2014
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Allison is the right advisor for you? Invested Better is here to help.