Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Eugene Morrison is a financial advisor with over 30 years of experience in the financial industry. Mark currently works at Oneascent Financial Services LLC, a firm with over 40 investment advisor representatives. Prior to joining Oneascent Financial Services LLC, Mark worked at Securities America, Inc. for over 25 years. Mark holds a Series 7 and Series 63 licenses, as well as the Series 65 and SIE licenses. Mark's expertise lies in financial planning, portfolio management, and pension consulting. Mark is a Certified Financial Planner.
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.
Consulting
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
AL
05/22/2023 - Present
Oneascent Financial Services LLC (BIRMINGHAM AL)
IL
08/15/1994 - 05/25/2023
SECURITIES AMERICA, INC. (CRYSTAL LAKE IL)
MN
11/25/1987 - 05/07/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 08/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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