Unclaimed
Mark Jamison is a financial advisor with BNY Mellon Securities Corp. Mark has over 15 years of experience in the financial services industry. Mark is registered to provide investment advice in Arizona, California, Colorado, Nevada, Texas and Washington. Mark is a Series 7, 31 and 66 licensed financial advisor. Mark has his Series SIE license and is also a registered representative of BNY Mellon Securities Corp. Mark has experience working with both individuals and businesses and specializes in Portfolio Management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
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NY
10/01/2018 - Present
BNY Mellon Securities Corp. (NEW YORK NY)
CA
12/20/2006 - 10/20/2016
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
BOTH
Issued 12/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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