Unclaimed
Mark Darren Godfrey is a financial advisor with over 25 years of experience in the financial services industry. Mark has a wide range of experience in the financial services industry, including working with individuals, businesses, and retirement plans. Mark is a registered representative of Next Financial Group, Inc. and an investment advisor representative of Sunstone Financial. Mark offers a variety of financial services, including financial planning, portfolio management, and insurance.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
AZ
12/22/2023 - Present
Next Financial Group, Inc. (Chandler AZ)
MN
10/04/1996 - 10/05/2004
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
10/04/1996 - 10/05/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 09/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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