Unclaimed
Mark Enright is a financial professional with over 4 years of experience in the industry. Mark currently works with Janney Montgomery Scott LLC, a firm with over 100 years of experience. Mark has worked with other firms including J.P. Morgan Securities LLC and Morgan Stanley. Mark has a wide range of licenses and registrations, including Series 66, Series 7, and SIE. Mark is a well-rounded advisor, capable of serving a variety of clients, including individuals, high net worth individuals, corporations, pension plans, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NY
09/09/2024 - Present
Janney Montgomery Scott LLC (ALBANY NY)
NY
11/07/2022 - 09/05/2024
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/20/2020 - 11/15/2022
MORGAN STANLEY (PURCHASE NY)
BOTH
Issued 12/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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