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Mark Girard Campbell is a financial advisor registered with Morgan Stanley. Mark has been in the financial industry since March 19, 1995. Mark holds Series 63, 65, 7, and SIE licenses. Mark also holds investment advisor licenses in 29 states. Currently, Mark is registered with Morgan Stanley in Florida and Texas. Mark works in the Bradenton, Florida branch office. In addition to his role at Morgan Stanley, Mark also owns and operates Girard & Fedora LTD, a real estate investment firm based in Miami, Florida.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/17/2021 - Present
Morgan Stanley (Bradenton FL)
FL
03/20/1995 - 06/12/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRADENTON FL)
IA
Issued 03/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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