Unclaimed
Mark McFarland is a financial advisor with Madison Partners, based in Madison, WI. Mark has been in the industry since June 2010 and holds a Series 7, Series 66 and SIE licenses. Prior to joining Madison Partners, Mark worked at Edward Jones. Mark is a Certified Financial Planner™ and specializes in working with high-net-worth individuals, individuals other than high-net-worth, and pension and profit sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WI
03/06/2020 - Present
Madison Partners (MADISON WI)
WI
06/23/2010 - 03/09/2020
EDWARD JONES (WAUNAKEE WI)
BOTH
Issued 07/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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