Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edwin Lyons is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Akron, Ohio. Mark has been in the financial industry since August 12, 2006. Mark is registered with the state of Ohio and holds several licenses, including Series 66, Series 7, Series 10, Series 9, and Series 31. Mark previously worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark's firm provides investment advisory services to individuals, 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
10/03/2017 - Present
Raymond James Financial Services Advisors, Inc. (AKRON OH)
OH
01/22/2009 - 09/26/2017
UBS FINANCIAL SERVICES INC. (HUDSON OH)
OH
08/10/2006 - 01/26/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUDSON OH)
BOTH
Issued 09/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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