Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Aldridge is a financial advisor with Raymond James Financial Services Advisors, Inc. in Dublin, OH. Mark has been in the financial industry since 1985 and has held positions at several firms, including Edward Jones and Royal Alliance Associates, Inc. Mark has a strong track record of success and is dedicated to helping clients achieve their financial goals. He is a Certified Financial Planner, a Chartered Financial Consultant, and a Chartered Financial Analyst.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (DUBLIN OH)
MO
10/23/1998 - 06/27/2005
EDWARD JONES (ST. LOUIS MO)
AZ
10/01/1997 - 09/11/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
09/26/1991 - 10/02/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
07/20/1989 - 09/16/1991
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
08/15/1987 - 04/13/1989
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
08/21/1984 - 09/21/1987
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
BC
Issued 10/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/13/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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