Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark D. Hamilton is a financial advisor who has been in the industry since 2007. Mark is currently registered with Edward Jones. Mark is registered as a Registered Representative with the state of Florida and an Investment Adviser Representative in Florida. Mark is also registered with the state of California, Georgia, Michigan, Missouri, New York and Pennsylvania. Previously, Mark was a financial advisor at Morgan Stanley, E*TRADE SECURITIES LLC, FRANKLIN DISTRIBUTORS, LLC, FRANKLIN TEMPLETON FINANCIAL SERVICES CORP., FRANKLIN/TEMPLETON DISTRIBUTORS, INC., PEAK SECURITIES CORPORATION, H&R BLOCK FINANCIAL ADVISORS, INC., LOCUST STREET SECURITIES, INC., PRUDENTIAL SECURITIES INCORPORATED, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, OLDE DISCOUNT CORPORATION and CHATFIELD DEAN & CO., INC.. Mark has passed the Series 7, Series 63, Series 65 and SIE exams. Mark holds the Certified Financial Planner designation.
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
FL
03/04/2024 - Present
Edward Jones (Lutz FL)
FL
03/14/2023 - 12/22/2023
MORGAN STANLEY (Temple Terrace FL)
FL
07/18/2022 - 09/05/2023
E*TRADE SECURITIES LLC (Temple Terrace FL)
FL
07/07/2021 - 06/27/2022
FRANKLIN DISTRIBUTORS, LLC (St. Petersburg FL)
FL
07/24/2020 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)
FL
09/19/2018 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
01/03/2008 - 02/22/2008
PEAK SECURITIES CORPORATION (CLEARWATER FL)
MI
06/27/2003 - 01/11/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
01/09/2003 - 07/09/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
05/07/2001 - 11/18/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/06/1996 - 05/10/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
05/10/1994 - 12/02/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
CO
01/20/1994 - 03/31/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 10/05/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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