Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stanley is a financial advisor with Next Financial Group, Inc. who has been in the industry since 2002. Mark has over 20 years of experience in the financial industry. Mark specializes in providing financial planning, portfolio management, and pension consulting to individuals and businesses. Mark has earned Series 4, 7, 24, 52, 53 and 66 licenses, and is registered in 41 states and is an investment advisor representative. In addition to his work with Next Financial Group, Inc., Mark is also an owner of Stanley Financial, a tax preparation company.
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.
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.
Seminar/workshop attendance fees
1
2
VA
12/31/2015 - Present
Next Financial Group, Inc. (NEWPORT NEWS VA)
VA
09/30/2002 - 09/04/2014
NEXT FINANCIAL GROUP, INC. (CHESAPEKE VA)
VA
01/17/2002 - 11/08/2002
FINANCIAL SECURITY MANAGEMENT, INCORPORATED (VIRGINIA BEACH VA)
AZ
12/19/2001 - 01/10/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 12/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/07/2005
Series 4 - Registered Options Principal Examination
BC
Issued 11/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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