Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Johnson is a financial advisor with over 40 years of experience in the financial services industry. Mark currently works at Janney Montgomery Scott LLC, a leading independent investment firm headquartered in Philadelphia, PA. Mark has held various roles at several financial institutions, including Raymond James Financial Services, Inc., Steward Partners Investment Solutions, LLC, Wells Fargo Advisors, LLC, and Morgan Stanley & Co. Incorporated. Mark's expertise includes financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Fee plus commission
1
2
NY
02/16/2024 - Present
Janney Montgomery Scott LLC (ALBANY NY)
NY
05/27/2022 - 02/27/2024
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC (ALBANY NY)
NY
09/22/2016 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALBANY NY)
NY
08/07/2008 - 09/29/2016
WELLS FARGO ADVISORS, LLC (SARATOGA SPRINGS NY)
NY
04/02/2007 - 08/11/2008
MORGAN STANLEY & CO. INCORPORATED (AMSTERDAM NY)
NY
07/02/1999 - 04/02/2007
MORGAN STANLEY DW INC. (AMSTERDAM NY)
NY
07/02/1985 - 07/14/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
12/21/1983 - 07/29/1985
FIRST JERSEY SECURITIES, INC.
BC
Issued 12/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mark Johnson is the right advisor for you? Invested Better is here to help.
