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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Haun is an investment advisor representative with Morgan Stanley, based in Portland, Oregon. Mark has been in the financial services industry since 1988 and has a broad range of experience serving clients. Mark holds Series 3, 7, and 63 licenses as well as the Series 65 license for Investment Advisor Representative. Mark specializes in a variety of areas, including asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OR
02/24/2020 - Present
Morgan Stanley (Portland OR)
OR
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PORTLAND OR)
OR
07/21/1988 - 04/02/2007
MORGAN STANLEY DW INC. (PORTLAND OR)
IA
Issued 07/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1990
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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