Unclaimed
Mark Macinnis is a financial advisor with MML Investors Services, LLC. Mark has been in the financial services industry since January 2002. Mark has a Series 6, 7, 63 and 65 licenses. Mark's practice specializes in providing financial planning, portfolio management for businesses and individuals, asset allocation programs, educational seminars, and selection of other advisors. Mark has previously worked with New England Securities and MSI FINANCIAL SERVICES, INC. Mark's current registrations include Pennsylvania, Texas and Virginia. Mark is registered in 19 other states for securities and 3 states for investment advising. Mark is also a registered agent for various insurance carriers. Mark's practice is located in Glen Allen, Virginia.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
03/25/2017 - Present
MML Investors Services, LLC (Glen Allen VA)
VA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (RICHMOND VA)
VA
01/30/2002 - 01/02/2015
NEW ENGLAND SECURITIES (Richmond VA)
IA
Issued 12/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/8/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 1/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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