Unclaimed
Mark-christopher Weiss is a financial advisor who has been in the industry since 2010. Mark-christopher is currently registered with Edward Jones and has been with the firm since November 2019. Prior to joining Edward Jones, Mark-christopher worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and J.P. MORGAN SECURITIES LLC. Mark-christopher is licensed to provide financial advice in multiple states.
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.
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.
See schedule d - miscellaneous
1
2
AZ
11/25/2019 - Present
Edward Jones (ORO VALLEY AZ)
AZ
09/09/2016 - 12/02/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUCSON AZ)
AZ
01/06/2014 - 09/15/2016
J.P. MORGAN SECURITIES LLC (ORO VALLEY AZ)
CA
02/07/2008 - 09/08/2009
WELLS FARGO ADVISORS, LLC (FRESNO CA)
BOTH
Issued 12/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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