Unclaimed
Mark McLennan is a financial advisor at AQR Investments, LLC. Mark joined AQR Investments, LLC in January 2019 and has over 15 years of experience in the industry. Mark is licensed to provide investment advice in all 50 states. Mark also holds the Series 63, 65, 7, 3, 24, and SIE licenses. Prior to joining AQR Investments, LLC, Mark was employed at ALPS Distributors, INC., Eaton Vance Distributors, INC., and Boston Capital Securities, INC.
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.
1
2
CT
01/02/2019 - Present
AQR Investments, LLC (Greenwich CT)
MA
01/27/2010 - 12/31/2018
ALPS DISTRIBUTORS, INC. (Boston MA)
MA
06/20/2005 - 01/11/2010
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
11/11/2003 - 06/07/2005
BOSTON CAPITAL SECURITIES, INC. (BOSTON MA)
IA
Issued 06/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2015
Series 3 - National Commodity Futures Examination
BC
Issued 11/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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