Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edelstone is a financial advisor with over 30 years of experience in the industry. Mark is currently registered with Morgan Stanley & Co. LLC, a leading global financial services firm. Prior to joining Morgan Stanley, Mark was a financial advisor at J.P. Morgan Securities LLC. Mark holds a variety of licenses and certifications, including Series 7, 6, 22, 24, 63, 79TO, 87 and SIE.
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.
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.
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2
CA
02/27/2013 - Present
Morgan Stanley & Co. LLC (San Francisco CA)
CA
10/01/2008 - 03/01/2013
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
07/12/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)
CA
07/24/1997 - 06/20/2007
MORGAN STANLEY & CO., INCORPORATED (SAN FRANCISCO CA)
NY
12/11/1989 - 06/17/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
12/24/1987 - 01/28/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/29/1985 - 12/24/1987
FINANCIAL PLANNERS EQUITY CORPORATION
NA
05/11/1984 - 01/15/1985
BRETCOURT SECURITIES CORPORATION
BC
Issued 07/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/10/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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