Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark W Jackson is an investment advisor representative with LPL Financial LLC. Mark has been in the financial services industry since 2003. Mark has licenses in New York, North Carolina and is registered with FINRA. Mark has a Series 4, Series 7, Series 24, Series 52, Series 53, and Series 63 license. Mark is also registered with the state of New York. Mark has over 20 years of experience in the financial services industry and is committed to providing clients with personalized advice and guidance.
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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2
NY
01/04/2016 - Present
LPL Financial LLC (PENFIELD NY)
NY
04/23/2013 - 09/30/2013
NEW ENGLAND SECURITIES (WILLIAMSVILLE NY)
NY
06/02/2003 - 09/30/2013
METLIFE SECURITIES INC. (ROCHESTER NY)
NY
06/02/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROCHESTER NY)
NY
07/03/2002 - 03/11/2003
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
IA
Issued 12/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2017
Series 4 - Registered Options Principal Examination
BC
Issued 11/19/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/31/2002
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 07/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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