Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kelley is a financial advisor currently registered with M Holdings Securities, Inc. in Dallas, TX. Mark holds a Series 63, Series 6TO and SIE licenses. Mark has over 20 years of experience in the industry. Prior to joining M Holdings Securities, Inc., Mark worked at Reich & Tang Distributors, Inc. in New York, NY and Clark Securities, Inc. in Frisco, TX. Mark specializes in helping individuals, corporations and pension and profit-sharing plans 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.
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.
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2
TX
05/22/2023 - Present
M Holdings Securities, Inc. (Dallas TX)
NY
03/01/2011 - 03/30/2011
REICH & TANG DISTRIBUTORS, INC. (NEW YORK NY)
TX
04/19/2002 - 08/05/2009
CLARK SECURITIES, INC. (FRISCO TX)
BC
Issued 06/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/22/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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