Unclaimed
Mark Jenkins is a financial advisor registered with Principal Securities, Inc., and has been in the industry since 1987. Mark has a Series 6, Series 63 and Series 65 license and works primarily with individuals, high-net-worth individuals, corporations or businesses, insurance companies, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Mark was previously registered with Transamerica Securities Sales Corporation and Transamerica Financial Resources, Inc. Mark also owns and manages rental properties with his wife.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
GA
06/17/2021 - Present
Principal Securities, Inc. (NEWNAN GA)
CA
07/07/1987 - 07/24/1991
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
07/07/1987 - 12/02/1989
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
IA
Issued 09/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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