Unclaimed
Mark Edward Joyner is a financial advisor with over 24 years of experience in the industry. Mark has held various positions at firms such as Edward D. Jones & Co., L.P., Firstar Investment Services, Inc., Mercantile Investment Services, Inc., and U.S. Bancorp Investments, Inc. Mark is currently registered as an investment advisor representative with Cetera Investment Advisers LLC in Paducah, KY. Mark offers a variety of services including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
KY
06/29/2023 - Present
Cetera Investment Advisers LLC (PADUCAH KY)
KY
12/01/2001 - 03/24/2022
U.S. BANCORP INVESTMENTS, INC. (BENTON KY)
NJ
01/03/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MO
10/26/1998 - 01/03/2000
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MO
03/10/1998 - 09/18/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 4/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/9/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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