Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark David Alexander is a financial professional with over 25 years of experience in the industry. Mark is currently a registered representative with Rockefeller Financial LLC, where Mark is a General Securities Principal. Prior to that, Mark was with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from 1992 to 2015. Mark has experience in various financial products and services, and is a Series 7, Series 24, Series 27, and Series 63 licensed advisor. Mark is a registered principal at Rockefeller Financial LLC.
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.
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2
NY
04/01/2022 - Present
Rockefeller Financial LLC (NEW YORK NY)
NY
04/21/1992 - 07/06/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
05/25/2010 - 01/30/2012
GPC SECURITIES, INC. (ATLANTA GA)
GA
12/14/2005 - 08/04/2008
GPC SECURITIES, INC. (ATLANTA GA)
PR
03/05/1992 - 11/23/1999
MERRILL LYNCH GOVERNMENT SECURITIES OF PUERTO RICO, INC. (HATO REY PR)
NY
12/19/1991 - 05/20/1992
MERRILL LYNCH GOVERNMENT SECURITIES INC. ("MLGSI") (NEW YORK NY)
BC
Issued 04/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2022
Series 24 - General Securities Principal Examination
BC
Issued 08/14/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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