Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Ackel is a financial advisor with over 20 years of experience in the industry. Mark has been with Raymond James & Associates, Inc. since March 2024, bringing with them experience from prior roles at RBC Capital Markets, LLC, Robert W. Baird & Co. Incorporated, Wachovia Securities, LLC, and Prudential Securities Incorporated. Mark has specialized expertise in areas like financial planning, portfolio management for individuals and businesses, and pension consulting. Mark is also a registered Investment Advisor Representative in Arizona and Texas.
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.
Please see note in schedule d - miscellaneous
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.
1
2
AZ
04/09/2024 - Present
Raymond James & Associates, Inc. (SCOTTSDALE AZ)
AZ
02/18/2011 - 04/10/2024
RBC CAPITAL MARKETS, LLC (SCOTTSDALE AZ)
AZ
05/06/2005 - 03/01/2011
ROBERT W. BAIRD & CO. INCORPORATED (SCOTTSDALE AZ)
MO
06/06/2001 - 05/11/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/02/2000 - 05/25/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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