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Portfolio Management for Businesses Advisors in Arkansas
2,358 Results
Unclaimed
location

MAGNOLIA, AR

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark Woods is a financial advisor at Edward Jones with 27 years of experience in the financial industry. Mark holds Series 7, Series 63, and Series 65 securities licenses as well as a SIE license. Mark is registered to provide investment advice in 17 states. Mark is also a farmer and manages a farm and equipment business.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Stephens | CFP ® (Certifications)

location

FAYETTEVILLE, AR

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Mark Edward Dutton has been working in the financial industry since 1983 and currently works with Stephens. Mark has a wide range of experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Equity Capital Corporation, just to name a few. Mark's career has spanned across many roles. Mark is registered in 47 states as well as in Texas and Arkansas for investment advisory services. Mark holds Series 3, 5, 7, 9, 10, 15, 63 and 65 licenses and is a Certified Financial Planner. Mark's current registrations include Stephens which is an investment advisory firm based in Little Rock, Arkansas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed
location

NORTH LITTLE ROCK, AR

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Mark Brown is a financial advisor at Edward Jones, a financial services firm based in St. Louis. Mark has been working in the financial services industry since May 2018, and is registered in Arkansas and Texas to provide both brokerage and investment advisory services. Mark has a wide range of experience, and can help individuals, businesses, and charitable organizations with their financial planning and investment needs. Mark has a strong commitment to providing his clients with personalized service and a focus on their long-term financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

PINE BLUFF, AR

experience

16 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Mark Goodlow is a registered investment advisor representative with PFS Investments Inc. Mark has been in the financial industry since 2009. Mark is registered with the state of Arkansas and holds Series 6, 63, 65, and 26 licenses. Mark specializes in investment-related products.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

JONESBORO, AR

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Mark Anthony Rowe is a financial advisor with over 20 years of experience in the financial services industry. Mark is currently registered with Wells Fargo Clearing Services, LLC and holds Series 7 and Series 66 licenses. Mark has been associated with A. G. Edwards & Sons, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company in the past. Mark has also held positions with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC, where he provides investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed
location

LITTLE ROCK, AR

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Markay Butler Keith is a financial advisor who has been in the industry since 2012. Markay is currently registered with Stephens in LITTLE ROCK, AR. Markay specializes in providing financial planning, portfolio management, and other services to a range of clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed
location

SHERWOOD, AR

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Marlena Marie Supina is an investment advisor representative registered with Edward Jones. Marlena has been in the financial services industry for 8 years and has a Series 66, Series 7, and SIE. Her office is located in Sherwood, Arkansas. Marlena's registrations are currently active in 22 states. She works with clients to help them reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

BRYANT, AR

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Marlin Young is a financial professional with PFS Investments Inc. in Bryant, Arkansas. Marlin has been in the financial services industry since February 2017. Marlin specializes in investment company products and variable contracts. Marlin has a Series 6, 26 and 63 license and is registered in 10 states. Marlin has been a registered representative of PFS Investments Inc. since February 2017.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

RUSSELLVILLE, AR

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Marnie Adrienne Sharp is a registered representative with Raymond James & Associates, Inc. Marnie has been in the industry since May 2015 and is licensed in 16 states. Marnie has passed the Series 66, Series 7, and SIE exams. Marnie's areas of specialization include financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Marnie has a history of employment with Raymond James & Associates, Inc. in Russellville, Arkansas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

FAYETTEVILLE, AR

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Marsha Gans Dunbar is a financial advisor who has been in the industry since 1985. Marsha is currently registered with Raymond James Financial Services Advisors, Inc., where she has been working since 2010. She holds Series 7, Series 24, Series 27, Series 53 and Series 63 licenses. Marsha has a strong background in financial planning, portfolio management for individuals and businesses, pension consulting, and other advisory services. She also provides educational seminars and consultations. Marsha has previously worked with other firms, including ANB Financial Group, LLC, UVEST Financial Services Group, Inc., Wachovia Securities, Inc., Llama Company, Bear, Stearns & Co. Inc., Becker Paribas Incorporated, and Sutro & Co. Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
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