Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Steven McNeely is a financial advisor with LPL Financial LLC, with over 20 years of experience in the financial services industry. Mark is a Certified Financial Planner and holds licenses in several states including Arkansas, California, Florida, Georgia, Louisiana, Mississippi, Texas, and Virginia. Mark is a licensed Investment Advisor Representative for Goss Advisors, an Investment Related firm and also works at MCNEELY TAX SERVICE, a tax preparation service. Mark has a strong track record of 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.
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.
Consulting and other non-discretionary advisory services
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.
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LA
10/24/2023 - Present
LPL Financial LLC (MONROE LA)
LA
02/13/2013 - 06/24/2016
RAYMOND JAMES & ASSOCIATES, INC. (MONROE LA)
LA
05/04/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MONROE LA)
LA
07/06/2005 - 05/08/2007
CHASE INVESTMENT SERVICES CORP. (MONROE LA)
IL
03/22/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
01/28/2003 - 03/22/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 05/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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