Unclaimed
Mark Ahmadi is a financial advisor with Edward Jones, and has been in the industry since October 2002. Mark is registered in 26 states and holds the Series 7 and Series 63 licenses, as well as the SIE. Mark is also a Certified Financial Planner. Mark is a member of FINRA. Mark is based in McKinney, TX. Mark has been with Edward Jones since August 2002. Mark also owns a property management company, Shelfin Rentals LLC. Mark's firm, Edward Jones, has offices across the United States. Edward Jones is a well-established firm that provides a wide range of financial services to individual and corporate clients.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
10/12/2007 - Present
Edward Jones (MCKINNEY TX)
BC
Issued 10/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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