Unclaimed
Mark Douglas Reynolds is an investment advisor representative with Edward Jones. Mark has been in the financial services industry since January 2, 2003 and has been registered with Edward Jones since February 18, 2019. Mark is a Certified Financial Planner and holds the Series 7, Series 63 and SIE licenses. Mark has a branch office in Portland, OR. Mark is also a registered investment advisor in the state of Texas. Mark specializes in working with individuals, families, businesses, and retirement plans.
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.
See schedule d - miscellaneous
1
2
OR
02/18/2019 - Present
Edward Jones (PORTLAND OR)
BC
Issued 01/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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