Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kinney is a financial advisor with Greenberg Financial Group and has been in the financial industry since August 17, 1997. Mark Kinney holds a Series 63, Series 6, and SIE license, as well as the Uniform Investment Adviser Law Examination. Mark Kinney is registered in Arizona.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Portfolio reviews
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.
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AZ
11/22/2023 - Present
Greenberg Financial Group (Tucson AZ)
AZ
04/17/2013 - 05/15/2017
GRADIENT SECURITIES, LLC (Tuscon AZ)
AZ
01/06/2012 - 04/15/2013
BROOKLIGHT PLACE SECURITIES, INC. (TUCSON AZ)
AZ
02/04/2009 - 01/31/2011
THE O.N. EQUITY SALES COMPANY (TUCSON AZ)
CA
10/04/2005 - 11/24/2008
SCF SECURITIES, INC. (SAN DIEGO CA)
NY
05/03/1999 - 05/17/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/05/1999 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
WI
08/08/1995 - 01/21/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
08/08/1995 - 12/18/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 11/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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