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 Presley is a financial advisor with Cambridge Investment Research Advisors, Inc. in Birmingham, AL. Mark Presley has been in the financial services industry since November 2003. Prior to joining Cambridge Investment Research Advisors, Inc., Mark Presley was registered with Raymond James Financial Services, Inc., Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. Mark Presley is licensed to provide investment advice in Alabama, Arizona, Florida, Georgia, New York, South Dakota, Tennessee, Texas, and Virginia. Mark Presley has a Series 66 license and holds the Series 7 and SIE licenses. Mark Presley is affiliated with Sterling Capital LLC as an Owner.
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.
Solicitation fees from 3rd party money managers
1
2
AL
11/03/2022 - Present
Cambridge Investment Research Advisors, Inc. (Birmingham AL)
AL
08/14/2009 - 11/11/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
01/01/2008 - 08/18/2009
WELLS FARGO ADVISORS, LLC (BIRMINGHAM AL)
AL
11/12/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BIRMINGHAM AL)
BOTH
Issued 12/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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