Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Matthew Killingsworth is a financial advisor who has been in the industry since 1986. Mark is currently registered with Raymond James Financial Services Advisors, Inc. and is based in Beaver Dam, WI. Mark has a wide range of experience in the financial industry, and has held positions at several firms, including Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Mark holds several industry licenses and designations, including the Series 3, 7, 10, 63, 65 and SIE exams, and is also a Certified Financial Planner. Mark is committed to providing his clients with comprehensive financial planning services, including portfolio management, retirement planning, and estate planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WI
01/06/2020 - Present
Raymond James Financial Services Advisors, Inc. (Beaver Dam WI)
WI
01/01/2008 - 01/15/2020
WELLS FARGO CLEARING SERVICES, LLC (BEAVER DAM WI)
WI
05/01/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BEAVER DAM WI)
MO
09/04/1990 - 05/11/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
03/19/1986 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
IA
Issued 10/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/23/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1986
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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