Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Davis is a financial advisor at J.P. Morgan Securities LLC. Mark is registered with the state of Illinois and is an Investment Advisor Representative. Mark has over 14 years of experience in the financial services industry. Prior to joining J.P. Morgan, Mark was employed at Chase Investment Services Corp. and Wells Fargo Advisors, LLC. Mark specializes in providing financial planning, portfolio management and selection of other advisors to individuals, high-net-worth individuals, businesses, and corporations. Mark is also a registered Investment Advisor Representative in the state of Texas.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
11/21/2022 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
11/16/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
01/01/2008 - 10/06/2009
WELLS FARGO ADVISORS, LLC (JOLIET IL)
IL
12/10/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (JOLIET IL)
BOTH
Issued 12/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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