Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stephen Radesic is a financial advisor registered with Raymond James Financial Services Advisors, Inc. with a focus on providing financial planning and portfolio management services. Mark has been in the financial services industry for over 18 years, having worked with a variety of firms like Wells Fargo Advisors and UnionBanc Investment Services. Mark holds the Series 66, Series 7, Series 9 and Series 10 licenses, along with the SIE exam. Mark is currently licensed in Arizona, California, Colorado, Florida, Illinois, Iowa, Louisiana, Michigan, Minnesota, Nevada, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
04/01/2024 - Present
Raymond James Financial Services Advisors, Inc. (San Jose CA)
CA
03/04/2021 - 04/03/2024
RAYMOND JAMES & ASSOCIATES, INC. (San Jose CA)
CA
09/09/2016 - 03/11/2021
UNIONBANC INVESTMENT SERVICES, LLC (MORGAN HILL CA)
CA
10/01/2012 - 09/15/2016
J.P. MORGAN SECURITIES LLC (LOS GATOS CA)
CA
04/18/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN JOSE CA)
CA
01/03/2011 - 03/14/2012
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
CA
10/16/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
12/14/2005 - 10/17/2008
WAMU INVESTMENTS, INC. (MENLO PARK CA)
NJ
03/21/2005 - 12/05/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 03/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Radesic is the right advisor for you? Invested Better is here to help.
