Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Jones is a financial professional with over 17 years of experience in the financial services industry. Mark has been registered with M Holdings Securities, Inc. since 2017. Mark holds the Series 7, Series 66, and SIE licenses and is a Chartered Financial Consultant. Mark has worked at several other firms including AXA Advisors, LLC, and LINSCO/PRIVATE LEDGER CORP. Mark has experience in financial planning, portfolio management, and educational seminars. Mark is a member of the National Association of Personal Financial Advisors (NAPFA). Mark is committed to providing his clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
03/25/2022 - Present
M Holdings Securities, Inc. (PORTLAND OR)
IL
04/13/2015 - 08/04/2017
AXA ADVISORS, LLC (SPRINGFIELD IL)
WA
09/07/2006 - 01/07/2015
M HOLDINGS SECURITIES, INC. (SEATTLE WA)
OR
06/25/2004 - 09/08/2006
LINSCO/PRIVATE LEDGER CORP. (PORTLAND OR)
CT
05/20/2004 - 06/23/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BOTH
Issued 07/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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