Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Richard Harbaugh is a financial advisor with Edward Jones. Mark has been in the financial industry since 1998. Mark is registered with the state of Pennsylvania and holds the Series 6, 7, 24, 26, 63 and 65 licenses. Mark is also registered with FINRA. Mark specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and other clients. Mark's primary office is located at 201 HARRISBURG ST #1, EAST BERLIN, PA 17316-8824. Mark previously worked for CUSO Financial Services, LP, M&T Securities, Inc., and Keystone Brokerage, LLC.
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
PA
12/09/2020 - Present
Edward Jones (EAST BERLIN PA)
PA
11/16/2020 - 11/25/2020
CUSO FINANCIAL SERVICES, L.P. (WAYNEBORO PA)
PA
10/07/2000 - 12/07/2018
M&T SECURITIES, INC. (YORK PA)
PA
01/19/2000 - 10/07/2000
KEYSTONE BROKERAGE, LLC (WILLIAMSPORT PA)
TX
12/01/1998 - 01/03/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
03/23/1998 - 01/03/2000
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 05/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2010
Series 24 - General Securities Principal Examination
BC
Issued 04/26/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1998
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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