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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark James Murtha is a financial advisor with over 29 years of experience in the industry. Mark is currently registered with Moloney Securities Asset Management LLC as a Registered Representative. He also holds registrations as an Investment Advisor Representative in Minnesota and Wisconsin. Mark's previous experience includes working with Edward Jones from 1993 to 2000. Mark is a Series 7, Series 24, Series 63, and Series 65 licensed professional. Mark specializes in providing financial planning, portfolio management, and investment advice. Mark also provides educational seminars and publications to clients. Mark holds the Series 24 and Series 65 licenses, as well as the SIE and Series 7 certifications. Mark is currently registered with Moloney Securities Asset Management LLC. Mark can be reached at the firm's office located at 13537 Barrett Parkway Drive, Suite 300, Manchester, MO 63021.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
02/23/2016 - Present
Moloney Securities Asset Management LLC (STILLWATER MN)
MO
06/17/1993 - 02/08/2000
EDWARD JONES (ST. LOUIS MO)
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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