Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark McPherson is an investment advisor representative currently registered with Public Safety Financial/galloway. Mark has been in the financial industry since 1984, and previously worked with Cambridge Investment Research, INC., Multi-Financial Securities Corporation, Fidelity Brokerage Services LLC, Dean Witter Reynolds INC., and Kidder, Peabody & Co. Incorporated. Mark McPherson has a Series 7, Series 8, Series 24, Series 63, Series 65, and Series 66 license.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
AZ
07/13/2023 - Present
Public Safety Financial/galloway (MESA AZ)
AZ
06/26/2008 - 08/01/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (SCOTTSDALE AZ)
AZ
06/13/2003 - 06/27/2008
MULTI-FINANCIAL SECURITIES CORPORATION (SCOTTSDALE AZ)
RI
11/13/1989 - 10/31/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NA
02/22/1988 - 10/15/1988
DEAN WITTER REYNOLDS INC.
NA
01/25/1984 - 02/27/1988
KIDDER, PEABODY & CO. INCORPORATED
BOTH
Issued 07/23/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 06/15/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark McPherson is the right advisor for you? Invested Better is here to help.
