ADVISOR BIO

Mark Francis Haley is a financial advisor with Morgan Stanley. Mark has been in the industry since 2000, and has a wide range of experience in providing financial advice. Mark has earned a Series 7, Series 63 and Series 65 licenses, and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Mark is also registered as an Investment Advisor Representative in the state of Texas. Mark has experience in a wide range of financial products and services, including investment management, financial planning, and retirement planning.

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ADVISOR BIO

Mark McClenahan is an Investment Advisor Representative who has been working in the financial services industry since 1993. Mark is registered with Saratoga Research & Investment Management and has been associated with the firm since 2013. Prior to that, Mark worked at several firms, including Citigroup Global Markets Inc, Citicorp Investment Services, Barclays Global Investors Services, Charles Schwab & Co., Inc., and American Express Financial Advisors Inc. Mark holds Series 7, 63, and 65 licenses, and is a Certified Financial Planner. Mark specializes in providing financial planning, portfolio management for individuals, investment companies, and pooled investment vehicles. Mark has experience working with clients including individuals, investment companies, charitable organizations, corporations, pension and profit-sharing plans, and pooled investment vehicles.

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ADVISOR BIO

Mark Ronald Langner is an investment advisor representative with over 20 years of experience in the financial industry. Mark Langner has a Series 7, Series 24, Series 63 and Series 65 license. Mark is registered with Morgan Stanley. Previously, Mark Langner was registered with DELAFIELD HAMBRECHT, INC., EPOCH PARTNERS, J.P. MORGAN SECURITIES INC., and HAMBRECHT & QUIST LLC. Mark Langner's professional experience includes time at Morgan Stanley Private Bank, National Association. Mark Langner has passed the Securities Industry Essentials Examination (SIE). Mark Langner is a registered investment advisor in California and Texas.

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ADVISOR BIO

Mark Moriarty is a financial professional with over 30 years of experience in the industry. Mark Moriarty is currently registered with Fisher Investments and has been with the firm since 1991. Mark Moriarty has held prior roles with Quasar Distributors, LLC, First Fund Distributors, Inc., and Sunstone Distribution Services, LLC. Mark Moriarty has a broad range of experience in the industry and specializes in providing investment advice to high-net-worth individuals, corporations, charitable organizations, pension plans, and investment companies.

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ADVISOR BIO

Mark S. Douglass is a financial advisor registered with Morgan Stanley. Mark has been in the financial industry since 1983. Mark is registered in 47 states and 2 provinces of Canada. Mark offers a variety of services, including financial planning, portfolio management, and investment advisory services. Mark's firm, Morgan Stanley, offers asset allocation advice and provides educational seminars.

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ADVISOR BIO

Mark Edward Furrer is a financial advisor with over 30 years of experience in the industry. Mark is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Mark was with Citigroup Global Markets Inc. Mark is licensed in 36 states and the District of Columbia and holds the Series 7, Series 63, and Series 65 licenses.

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ADVISOR BIO

Mark Brent Summers is a financial advisor with Morgan Stanley. Mark has been in the industry since 1996 and has a wide range of experience. Mark is registered with the state of California and Tennessee. Mark also has expertise in various areas such as asset allocation, financial planning, and portfolio management. Mark has a strong track record of success in helping clients reach their financial goals.

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ADVISOR BIO

Mark Anthony Romano is a financial advisor with over 20 years of experience in the industry. Mark is currently registered with TCW Investment Management Co. LLC in Los Angeles, California. Mark has held previous roles with PIMCO INVESTMENTS LLC in New York, New York and ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC in New York, New York. Mark Anthony Romano holds licenses in all 50 states. Mark’s areas of expertise include portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

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ADVISOR BIO

Mark Christopher Payne is a registered representative with Morgan Stanley and has been in the financial services industry since June 14, 2017. Mark is registered in 52 states and territories and has a Series 66 license. Mark is also registered in 2 states as an investment advisor representative. He is based in Roseville, California and offers financial planning, asset allocation advice, pension consulting, and educational seminars to individuals, businesses, and investment companies.

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ADVISOR BIO

Mark Herbert Miller is an investment advisor representative with One Capital Management, LLC. Mark has been in the industry since January 2010 and has a Series 63, Series 65, and Series 7 license. Mark is registered with the state of California and Texas as an investment advisor. Mark also has experience at FIRST TRUST PORTFOLIOS L.P. and ADVANCED EQUITIES, INC. Mark's firm provides advisory consulting services, including sub-adviser services, and portfolio management services for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS