Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Marshall Jones is an active Registered Representative in the state of Florida. Jones has worked in the securities industry since 1984 and is currently affiliated with M Holdings Securities, Inc.. Previously, Jones was employed by VALMARK SECURITIES, INC. and MIMLIC SALES CORPORATION.
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.
1
2
FL
07/06/2010 - Present
M Holdings Securities, Inc. (WEST PALM BEACH FL)
FL
08/29/1997 - 01/04/2010
VALMARK SECURITIES, INC. (WEST PALM BEACH FL)
MN
09/30/1988 - 09/18/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
NA
06/22/1988 - 09/30/1988
DATAPLAN SECURITIES, INC.
NA
06/19/1984 - 08/17/1987
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/20/1983 - 06/07/1984
VESTAX SECURITIES CORPORATION
IA
Issued 12/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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