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Mark Jerry Braverman

Stonex Advisors Inc.

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About Mark Jerry Braverman

Mark Jerry Braverman is a financial advisor with over 25 years of experience in the financial services industry. Mark has held various roles at several prominent firms including Quest Capital Strategies, Inc., Woodbury Financial Services, Inc., MML Investors Services, Inc., MBSC, LLC, and The Prudential Insurance Company of America. Currently, Mark is registered as a Registered Representative and Investment Advisor Representative with Stonex Advisors Inc., a financial advisory firm based in Birmingham, Alabama. Mark’s expertise includes financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Mark's dedication to providing personalized financial guidance to his clients is evident in his extensive experience and commitment to the industry.

Firm Information

Mark Braverman is currently registered with Stonex Advisors Inc.. Stonex Advisors Inc. is a Registered Investment Advisor (RIA) based in Birmingham, Alabama with a strong national presence. They provide financial planning and consulting services to individuals, businesses, and charitable organizations. Stonex manages over $4.5 billion in assets, with a dedicated team of over 200 licensed agents, investment advisor representatives, and registered representatives.
Stonex Advisors Inc.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$4.52B

Assets Under Management

48

Total Clients

241

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Braverman’s Registration & Firm History

AL

12/06/2019 - Present

Stonex Advisors Inc. (BIRMINGHAM AL)

CA

08/27/2009 - 12/06/2019

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

PA

12/20/2006 - 10/01/2007

WOODBURY FINANCIAL SERVICES, INC. (BENSALEM PA)

MA

03/10/2004 - 12/31/2004

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NY

02/27/2003 - 02/10/2004

MBSC, LLC (NEW YORK NY)

MA

01/04/1990 - 04/04/1994

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

WI

01/23/1984 - 12/23/1988

NML EQUITY SERVICES, INC. (MILWAUKEE WI)

NA

01/25/1983 - 01/16/1984

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

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Licenses & Designations

BC

Issued 03/14/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/10/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/2003

Series 7 - General Securities Representative Examination

BC

Issued 01/24/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Jerry Braverman.
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