Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Oneill is an investment advisor representative with Raymond James & Associates, Inc. Mark has been in the industry since 1979. Mark has been registered with Raymond James & Associates, Inc. since September 6, 2016. Prior to that, Mark was registered with DEUTSCHE BANK SECURITIES INC. and DB ALEX. BROWN LLC. Mark has a Series 63, Series 65, Series 7 and Series 24 license. Mark's firm is headquartered in St. Petersburg, FL. They have a staff of 3761 licensed agents, 5537 investment advisor representatives, and 7766 registered representatives. The firm manages approximately $1 billion - $10 billion in assets and has 2313 clients. Mark provides investment advice and financial planning services to individuals, businesses, and charitable organizations.
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.
Please see note in schedule d - miscellaneous
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
PA
09/06/2016 - Present
Raymond James & Associates, Inc. (PHILADELPHIA PA)
PA
01/13/2001 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (PHILADELPHIA PA)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
01/11/1990 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
MD
09/29/1989 - 12/22/1989
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
02/26/1988 - 08/23/1989
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
05/04/1987 - 02/27/1988
MOSELEY SECURITIES CORPORATION
NA
02/02/1987 - 05/08/1987
SHERWOOD CAPITAL, INC.
NA
09/20/1979 - 02/02/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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