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 Jones is a financial advisor with Regal Investment Advisors LLC, based in Kentwood, MI. Mark has over 20 years of experience in the financial services industry. Mark is a Certified Financial Planner and holds Series 6, 7, 63 and 65 licenses. Mark is also a deacon at Grace Reformed Baptist Church in Rockford, IL, where Mark assists with financial matters, including handling member deposits and contributions. In addition, Mark owns Jones Wealth Management, LLC, an insurance agency located in Poplar Grove, IL.
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.
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.
A percentage of the total value of assets under management is charged.
Third party fees
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2
MI
09/02/2020 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
IL
08/12/1999 - 09/03/2020
BATES SECURITIES, INC. (ROCKFORD IL)
IA
Issued 04/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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