Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edwards is a financial advisor with Edward Jones, a firm with over 20,000 advisors nationwide. Mark has been a registered representative since 1992 and holds the Series 7, Series 63, Series 65 and Series 66 licenses. Mark's expertise includes financial planning, portfolio management, and pension consulting. Mark has experience working with individuals, businesses, corporations, and charitable organizations.
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
TX
06/04/2012 - Present
Edward Jones (FLOWER MOUND TX)
TX
04/10/2012 - 05/29/2012
LPL FINANCIAL LLC (HOUSTON TX)
MO
01/24/2011 - 04/11/2012
PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)
ME
02/25/2009 - 10/13/2010
HIGHMARK FUNDS DISTRIBUTORS, INC. (PORTLAND ME)
CT
06/30/2008 - 02/04/2009
INFINEX INVESTMENTS, INC. (MERIDEN CT)
MA
06/27/2006 - 10/05/2007
SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
12/11/2004 - 02/06/2006
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
07/11/2003 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
CT
10/08/1998 - 07/11/2003
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
MO
06/05/1998 - 11/13/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
09/29/1995 - 06/17/1998
J.C. BRADFORD & CO. (NEW YORK NY)
WI
05/06/1994 - 02/14/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
09/01/1993 - 05/05/1994
NATIONAL CITY INVESTMENTS CORPORATION
FL
01/30/1993 - 08/30/1993
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
WI
04/09/1992 - 01/26/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 06/01/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1992
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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