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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 Kenison is an Investment Advisor Representative with Turning Point Financial, Inc. Mark is registered with the state of North Carolina, South Carolina and Texas. Mark has been in the industry since 1995 and holds the following licenses: Series 6, Series 7, Series 63 and Series 65. Mark specializes in providing financial planning and portfolio management services for individuals and high-net-worth clients. Mark is a Certified Financial Planner™ professional.
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.
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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NC
01/28/2020 - Present
Turning Point Financial, Inc. (CHARLOTTE NC)
RI
10/09/1995 - 11/16/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 05/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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