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Mark William McGoldrick

Jonestrading

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About Mark William McGoldrick

Mark William McGoldrick is a financial professional with over 20 years of experience in the industry. Mark currently works at Jonestrading in Daniel Island, SC. Mark holds a Series 7, Series 63, Series 24 and Series 99TO license. Mark has been registered with FINRA since 1998 and is currently registered with the state of South Carolina.

Firm Information

Mark McGoldrick is currently registered with Jonestrading. Jonestrading is a Limited Liability Company formed in August 2001. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Jonestrading has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

108

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Mark McGoldrick’s Registration & Firm History

SC

06/28/2022 - Present

Jonestrading (Daniel Island SC)

NY

08/25/2021 - 04/26/2022

COWEN AND COMPANY (NEW YORK NY)

NY

08/05/2011 - 02/10/2022

COWEN PRIME SERVICES LLC (NEW YORK NY)

NJ

08/29/2006 - 04/04/2012

ALARIS TRADING PARTNERS, LLC (JERSEY CITY NJ)

MI

12/09/2010 - 01/05/2011

ISRAEL A. ENGLANDER & CO., LLC (BIRMINGHAM MI)

NY

12/05/2003 - 08/18/2005

UBS SECURITIES LLC (NEW YORK NY)

CT

11/19/2002 - 12/05/2003

ABN AMRO INCORPORATED (STAMFORD CT)

CA

07/08/2002 - 11/07/2002

UNX, INC. (BURBANK CA)

NY

07/02/2001 - 06/21/2002

EMBARCADERO SECURITIES, LLC (NEW YORK NY)

CA

10/20/1998 - 06/15/2001

CAPSTONE INVESTMENTS (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 11/12/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mark William McGoldrick.
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