Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Clifford French is a financial advisor with over 25 years of experience. Mark is currently registered with Stifel, Nicolaus & Company, Inc. and has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Wachovia Securities, LLC, Prudential Securities Incorporated and The Robinson-Humphrey Company, LLC. Mark holds a Series 63, Series 65, Series 7 and SIE licenses. Mark's areas of expertise include financial planning, pension consulting, portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles.
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.
1
2
TX
09/22/2021 - Present
Stifel, Nicolaus & Company, Inc. (DALLAS TX)
TX
03/21/2016 - 10/21/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRISCO TX)
TX
12/11/2008 - 03/30/2016
UBS FINANCIAL SERVICES INC. (PLANO TX)
TN
02/25/2005 - 12/12/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GERMANTOWN TN)
MO
07/01/2003 - 02/28/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/17/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
GA
10/03/1995 - 11/30/2000
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 10/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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