Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Standard is a financial advisor at Truist Advisory Services, Inc. with over 25 years of experience in the financial services industry. Mark has worked with various financial institutions, including J.P. Morgan Securities LLC, TIAA-CREF Individual & Institutional Services, LLC, and UBS Financial Services Inc. Mark holds multiple licenses and designations, including Series 7, 63, 65, 66, 23, 24, 31, and SIE. Mark offers a wide range of services, including financial planning, portfolio management for individuals and businesses, and publication of periodicals. Mark is committed to helping clients achieve their financial goals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
DC
08/22/2024 - Present
Truist Advisory Services, Inc. (WASHINGTON DC)
MD
04/23/2024 - 07/31/2024
AMERITAS INVESTMENT COMPANY, LLC (SILVER SPRING MD)
DC
09/13/2022 - 04/19/2024
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
NY
04/24/2019 - 10/04/2022
J.P. MORGAN SECURITIES LLC (Syracuse NY)
MD
08/03/2015 - 03/25/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (COLUMBIA MD)
PA
10/05/2012 - 06/12/2015
PNC INVESTMENTS (PHILADELPHIA PA)
NJ
11/01/2006 - 11/02/2011
WELLS FARGO ADVISORS, LLC (MARLTON NJ)
NY
02/01/2002 - 11/03/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
NY
12/10/1999 - 09/26/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/30/1995 - 12/15/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/29/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/19/2016
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 09/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 06/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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