Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Magnusen is a financial advisor with over 13 years of experience in the industry. Mark is registered with Moors & Cabot, Inc. in Florida and is licensed in multiple states. Mark also has previous experience with other firms including Park Avenue Securities LLC, Pruco Securities, LLC., Fidelity Brokerage Services LLC, Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley Smith Barney. Mark offers a variety of services including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Mark is dedicated to helping clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/31/2023 - Present
Moors & Cabot, Inc. (ENGLEWOOD FL)
NY
03/10/2020 - 05/31/2023
PARK AVENUE SECURITIES LLC (RYE BROOK NY)
NY
01/16/2018 - 02/14/2020
PRUCO SECURITIES, LLC. (WHITE PLAINS NY)
CT
01/31/2017 - 11/13/2017
FIDELITY BROKERAGE SERVICES LLC (STAMFORD CT)
CT
06/12/2015 - 01/25/2017
EDWARD JONES (FAIRFIELD CT)
CT
09/26/2011 - 06/16/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
CT
02/05/2010 - 09/07/2011
MORGAN STANLEY SMITH BARNEY (WESTPORT CT)
BOTH
Issued 03/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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