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Mark J. Rhoades
Second Vice President - Wealth Management
Financial Planning Specialist
Portfolio Manager / Financial Advisor
Financial Planning Specialist
Portfolio Manager / Financial Advisor
3511 Shannon Road
Suite 300
Durham, NC 27707
Suite 300
Durham, NC 27707
tel: 919-490-7129
toll free: 800-851-1331
fax: 919-490-7135
toll free: 800-851-1331
fax: 919-490-7135
Welcome
Education and Licensing
- GSL Program
University of Chicago
Chicago, IL - BA - Multinational Business / Finance, 1991
Florida State University
Tallahassee, FL - Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Health and Variable Annuity Insurance Licensed
- Financial Planning Specialist
- Guided Portfolio Manager
- ETF Certified
- SB Advisor Certified
- Xetra Certified
- DTB Certified
Services
- Wealth Management
- Retirement Planning
- Asset Management
- Financial Planning
- Cash Management
- Alternative Investments
- Estate Planning
- Business Planning
- 529 Plans
- Fixed Income
- Lending Services
- Long Term Care Insurance
- Municipal Bonds
- Qualified Plans
- Defined Contribution Plans
Associations
- Immaculate Conception Catholic Church
Parishioner
Durham, NC - Blue Ridge Parkway Foundation
Western NC Member - Alliance for Historic Hillsborough
2004 Award Recipient for Historic Home Renovation - League of American Bicyclists
- USA Triathlon
- Godiva Track Club
- Hillsborough Historic Commission
Business Experience
- Morgan Stanley Smith Barney*
Second Vice President - Wealth Management
Financial Planning Specialist
Portfolio Manager / Financial Advisor
Durham, NC - RH Financial Group, LLC
Director, European Index Futures Trading
Chapel Hill, NC - Geneva Financial Trading
European S.T.I.R.s Trader
Dublin, Ireland - ICAP Energy
Electricity Options Broker
Chapel Hill, NC - Futrex Options Group
L.I.F.F.E. Futures Spread Trader
London, England
Bulletin Board
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Mark J. Rhoades is licensed in the following state(s): CA, CT, DC, FL, GA, IL, IN, MA, MD, MN, NC, NJ, NY, OK, RI, SC, TX, VA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
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