Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark C. Roller is a financial advisor with Raymond James & Associates, Inc. Mark has been in the financial services industry for over 30 years and has a wide range of experience in serving individuals, families, and businesses. Mark holds Series 7, 63, and 66 licenses as well as a Michigan Real Estate Broker license. In addition to his current role at Raymond James, Mark is the owner/proprietor of Mojo Group, LLC, a Real Estate brokerage firm. Mark is committed to helping clients achieve their financial goals and is passionate about providing personalized financial 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
MI
10/27/2022 - Present
Raymond James & Associates, Inc. (Muskegon MI)
NA
08/18/1993 - 02/15/1994
PRUCO SECURITIES CORPORATION
NA
08/13/1993 - 08/16/1993
CHATFIELD DEAN & CO., INC.
BOTH
Issued 01/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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