Unclaimed
Mark Hurley is an investment advisor representative registered with Equitable Advisors, LLC, with a branch office located in Lynchburg, VA. Mark is licensed in multiple states and has been active in the financial industry since 2020. He holds the Series 63 and 65 licenses. Mark also holds the Series 7 and SIE licenses. He specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Mark previously worked at Edward Jones. Mark is a co-owner of Hurley Properties LLC, a rental property business, and is also active in the local community.
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.
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2
VA
04/12/2021 - Present
Equitable Advisors, LLC (LYNCHBURG VA)
MO
08/20/2020 - 11/17/2020
EDWARD JONES (ST. LOUIS MO)
IA
Issued 04/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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