Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Andrew De st. jean is a financial advisor with over 25 years of experience. Mark is registered with the state of Indiana as an Investment Advisor Representative (IAR) and a Registered Representative (RR). Mark has been with Raymond James & Associates, Inc. since November 2006 and has held previous positions with A. G. Edwards & Sons, Inc.. Mark specializes in various areas, including Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, Selection of Other Advisors, and Educational Seminars. Mark holds various licenses and certifications, including Series 7, Series 63, and Series 66. Mark has a proven track record of success in the financial services industry and is committed to providing his clients with personalized financial advice and guidance.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IN
12/14/2016 - Present
Raymond James & Associates, Inc. (VALPARAISO IN)
IN
10/15/1996 - 11/07/2006
A. G. EDWARDS & SONS, INC. (CHESTERTON IN)
BOTH
Issued 08/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1996
Series 7 - General Securities 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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