Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Jameson has been in the financial services industry since November 1998. Mark is currently registered with Momentum Independent Network Inc. and is licensed to provide investment advice in 52 states. Mark has a variety of experience working with different firms, including Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., Morgan Stanley DW Inc., and First Southwest Company, LLC. Mark specializes in providing financial planning, educational seminars, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
07/07/2023 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
04/12/2022 - 07/07/2023
ROBINHOOD SECURITIES, LLC (Westlake TX)
TX
10/22/2020 - 04/08/2022
MOMENTUM INDEPENDENT NETWORK INC. (DALLAS TX)
TX
12/03/2015 - 04/08/2022
HILLTOP SECURITIES INC. (Dallas TX)
TX
09/14/2010 - 01/22/2016
FIRST SOUTHWEST COMPANY, LLC (Dallas TX)
TX
11/20/2009 - 09/08/2010
WELLS FARGO ADVISORS, LLC (DALLAS TX)
TX
10/16/2006 - 03/31/2009
STANFORD GROUP COMPANY (DALLAS TX)
TX
02/20/2003 - 10/23/2006
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
CA
07/22/2002 - 02/26/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
06/30/1998 - 06/10/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
05/22/1997 - 07/09/1997
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
01/21/1997 - 05/08/1997
STATE STREET SECURITIES, INC. (GREAT NECK NY)
BOTH
Issued 10/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/04/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/27/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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