Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark McPherson is a financial advisor with Avantax Investment Services, Inc. in DALLAS, TX. Mark has been in the financial industry since 2015 and has a strong track record of success. Mark holds multiple licenses and certifications, including the Series 7, Series 6, Series 63, and Series 24. Mark has experience working with clients in a variety of financial situations.
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
TX
02/24/2023 - Present
Avantax Investment Services, Inc. (DALLAS TX)
NH
04/28/2021 - 01/23/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Manchester NH)
MA
05/07/2019 - 01/14/2020
AXA ADVISORS, LLC (WELLESLEY MA)
NH
03/01/2012 - 02/07/2014
HORNOR, TOWNSEND & KENT, INC. (CONCORD NH)
NH
08/30/2011 - 12/19/2011
PARK AVENUE SECURITIES LLC (NASHUA NH)
NY
04/12/2006 - 06/09/2009
NYLIFE SECURITIES LLC (SLEEPY HOLLOW NY)
BC
Issued 06/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2019
Series 24 - General Securities Principal Examination
BC
Issued 05/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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