Unclaimed
Mark Clifford French is a financial advisor with over a decade of experience in the industry. Mark is currently registered with Stifel, Nicolaus & Company, Inc. and has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Mark is licensed to provide investment advice in 20 states and holds the Series 7TO, Series 66, and SIE licenses. Mark specializes in providing financial planning services to individuals, families, and businesses. He is dedicated to helping clients achieve their financial goals through personalized investment strategies.
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.
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2
TX
02/15/2022 - Present
Stifel, Nicolaus & Company, Inc. (DALLAS TX)
TX
06/17/2021 - 10/21/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRISCO TX)
BOTH
Issued 12/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX 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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