Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Robert Jaikes is a financial professional with over 30 years of experience in the industry. He is currently registered with Innovation Partners LLC, a firm based in Charlotte, NC. Mark has a strong background in various financial products and services. He is also a registered representative with FINRA and is licensed to offer financial advice in Florida. His prior experience includes roles with USA Financial Securities Corporation, Summit Brokerage Services, Inc., Walnut Street Securities, Inc., High Mark Securities, Inc., Royal Alliance Associates, Inc., New England Securities, Pruco Securities Corporation and The Prudential Insurance Company of America. Mark’s areas of specialization include retirement planning, portfolio management, and consulting services to qualified retirement 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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
FL
10/26/2020 - Present
Innovation Partners LLC (Naples FL)
FL
01/13/2016 - 10/27/2020
USA FINANCIAL SECURITIES CORPORATION (Naples FL)
FL
07/10/2009 - 12/31/2015
SUMMIT BROKERAGE SERVICES, INC. (NAPLES FL)
FL
11/01/2004 - 07/16/2009
WALNUT STREET SECURITIES, INC. (NAPLES FL)
FL
09/24/2004 - 10/22/2004
HIGH MARK SECURITIES, INC. (LAKELAND FL)
AZ
08/26/2004 - 09/23/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
02/13/2003 - 09/01/2004
HIGH MARK SECURITIES, INC. (LAKELAND FL)
NY
03/21/2001 - 01/17/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
05/23/1991 - 02/15/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/23/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 07/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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