Unclaimed
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.
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.
Financial consulting services
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.
1
2
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
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
Active
Inactive
F
FINRA
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