Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edward Hall is a financial advisor who has been in the industry since August 2002. Mark is registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since July 2012. Mark holds a Series 3, 7, and 63 license and is also a Series 65 licensed investment advisor representative. In addition to his financial advisory services, Mark also offers financial planning and portfolio management services to clients. Mark is dedicated to helping his clients achieve their financial goals.
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.
1
2
MO
07/11/2012 - Present
Stifel, Nicolaus & Company, Inc. (KANSAS CITY MO)
MO
08/27/2002 - 07/18/2012
WELLS FARGO ADVISORS, LLC (KANSAS CITY MO)
IA
Issued 08/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2004
Series 3 - National Commodity Futures Examination
BC
Issued 08/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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