Unclaimed
Mark Michael Frye is a financial advisor with Edward Jones in Rochester, MI. Mark has been in the financial services industry since 2014 and is a registered representative of Edward Jones. Mark offers financial planning, portfolio management, and selection of other advisors to individuals and businesses. Mark's firm has been in business since 1922 and provides investment and financial planning services to individual and institutional investors. They have a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds. Mark has helped numerous 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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MI
02/05/2019 - Present
Edward Jones (Rochester MI)
VA
10/18/2017 - 12/14/2018
SPIRE SECURITIES, LLC (MCLEAN VA)
MI
02/24/2015 - 10/20/2017
WADDELL & REED (BIRMINGHAM MI)
MI
03/31/2014 - 01/09/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)
IA
Issued 03/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/31/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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