Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Randall Barrett is an investment advisor representative licensed in 30 states and the District of Columbia. Mark has been in the financial industry since May 2017. Mark is currently affiliated with Janney Montgomery Scott LLC, a firm with over $85 billion in assets under management. Prior to his current position, Mark worked for Truist Investment Services, Inc., and BB&T Securities, LLC. Mark is a registered representative of FINRA and is also licensed to provide investment advice. Mark has obtained the Series 66, Series 7, and SIE exams. Mark specializes in providing financial advice and portfolio management services to individuals, businesses, and high net worth individuals.
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.
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.
Fee plus commission
1
2
VA
03/30/2023 - Present
Janney Montgomery Scott LLC (Richmond VA)
VA
02/17/2021 - 03/06/2023
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
04/26/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 05/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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