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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Jordan is a financial advisor with over 30 years of experience in the financial services industry. Mark Jordan is registered with Familywealth and has experience with a variety of financial products and services, including investments, financial planning, pension consulting, and portfolio management for individuals and businesses. Mark Jordan has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. Mark Jordan's professional designations include Series 7, Series 63, Series 65, and Series 24. Mark Jordan is also a registered investment advisor with Familywealth.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advice to use models of related investment adviser
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
FL
12/06/2017 - Present
Familywealth (PANAMA CITY BEACH FL)
GA
04/30/2008 - 07/06/2009
EVOLVE SECURITIES, INC. (DUNWOODY GA)
GA
03/15/2007 - 04/30/2008
AFS BROKERAGE, INC. (DUNWOODY GA)
PA
05/03/2004 - 03/16/2007
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
CA
03/13/1998 - 05/03/2004
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
MA
01/06/1995 - 04/01/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
DE
10/04/1993 - 01/04/1995
PML SECURITIES COMPANY (NEWARK DE)
MA
06/22/1989 - 10/05/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
07/23/1985 - 06/24/1989
CAPITAL ANALYSTS, INCORPORATED
IA
Issued 04/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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