Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Vernon Jenson is a financial advisor with over 25 years of experience. Mark is registered with UBS Financial Services Inc. and is licensed in 19 states. Mark has previously worked with Piper Jaffray & Co., Norwest Investment Services, Inc. and Forum Financial Services, Inc. Mark's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, and Educational Seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MN
11/10/2010 - Present
UBS Financial Services Inc. (ALEXANDRIA MN)
MN
09/24/1999 - 08/12/2006
PIPER JAFFRAY & CO. (ALEXANDRIA MN)
MN
02/03/1997 - 10/14/1999
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
ME
03/18/1996 - 02/20/1997
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
BOTH
Issued 04/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/16/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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