Unclaimed
Mark Varner is a financial advisor with Edward Jones. He is a registered representative with the firm and has been in the financial services industry since 2002. Mark has a broad range of experience, including working with high net worth individuals, corporations and other businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and other investment advisors. He is also licensed to provide financial planning and portfolio management services.
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.
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.
See schedule d - miscellaneous
1
2
TN
06/08/2023 - Present
Edward Jones (Cordova TN)
IL
10/05/2021 - 02/13/2023
MWA FINANCIAL SERVICES INC. (ROCK ISLAND IL)
TN
02/19/2013 - 09/30/2021
B. RILEY WEALTH MANAGEMENT (MEMPHIS TN)
TN
03/01/2012 - 02/19/2013
WELLS FARGO ADVISORS, LLC (MEMPHIS TN)
TN
10/09/2002 - 02/23/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 11/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/07/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/09/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 01/03/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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