Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Jonas is a financial advisor with over 12 years of experience in the industry. Mark is currently registered with W&S Brokerage Services, Inc. in Cincinnati, OH. Mark's expertise includes securities, investment advisory services and financial planning. Mark is also registered with Touchstone Securities, Inc. in Cincinnati, OH. Mark has a Series 27, Series 99TO and SIE.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
OH
01/14/2011 - Present
W&S Brokerage Services, Inc. (CINCINNATI OH)
BC
Issued 07/16/2010
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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