Mark R. Molenaar

PARSONEX ADVISORY SERVICES

Yorba Linda, CA 92886

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CRD#: 4615665

Professional summary

Mark Randall Molenaar is a registered financial advisor currently at PARSONEX ADVISORY SERVICES, INC. located in Yorba Linda, California and PARSONEX SECURITIES, INC. located in Orange, California.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Mark has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 79, Series 7 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PARSONEX ADVISORY SERVICES, INC., INVESTMENT ADVISOR REPRESENTATIVE, OFFERING INVESTMENT ADVISORY SERVICES, 10HRS/MO. CHUBB, Insurance High net worth Personal Risk Service. Sr. Risk Consultant. Meets with Individuals to Review Personal Property Assets, policies, and Provides Recommendations to Mitigate Loss. 160hrs/Month, Non Investment Related, Salary. United Living Trust Services, Document Production engaging the preparation of living Trust for Estate Planning. Marketing of sales , Non Investment Related, Commission based 4hrs/Month BACK 9 INSURANCE INSURANCE AGENT, SALE OF INSURANCE PRODUCTS, NON-INVESTMENT RELATED, COMMISSION 2HRS/MO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Randall Molenaar's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 8, 2021 - Present

PARSONEX ADVISORY SERVICES, INC.

Office #1: 18841 Via Sereno, Yorba Linda, CA 92886

RIA

CRD#: 160275

Yorba Linda, CA

Current

September 2, 2014 - Present

PARSONEX SECURITIES, INC.

Office #1: 333 City Blvd West Suite 1700, Orange, CA 92868

CRD#: 144412

Orange, CA

Past

June 4, 2014 - December 31, 2020

PARSONEX ADVISORY SERVICES, INC.

RIA

CRD#: 160275

Yorba Linda, CA

Past

January 20, 2011 - July 31, 2013

STILLPOINT CAPITAL, LLC

CRD#: 133146

TAMPA, FL

Past

January 23, 2003 - January 21, 2009

WESTMOORE SECURITIES, INC.

CRD#: 44948

ANAHIEM, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARSONEX ADVISORY SERVICES, INC.

PARSONEX ADVISORY SERVICES, INC. | PARSONEX FINANCIAL SERVICES, INC.

CRD#: 160275 / SEC#: 801-74543

RIA

Registered Investment Advisory firm - (3/27/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(8/21/2017)

IAR

Arizona
(3/21/2023)

California
(9/3/2014)

IAR

California
(1/8/2021)

Colorado
(2/26/2015)

Georgia
(10/7/2015)

IAR

Indiana
(12/15/2023)

IAR

Montana
(6/6/2024)

Nevada
(4/27/2015)

IAR

Nevada
(1/21/2021)

Texas
(2/18/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/5/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/27/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 10/10/2012

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7

Date: 1/22/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 7/10/2003

Financial and Operations Principal Examination

SRO Registrations

FINRA

Current Firm

PARSONEX ADVISORY SERVICES, INC.

PARSONEX ADVISORY SERVICES, INC. | PARSONEX FINANCIAL SERVICES, INC.

CRD#: 160275 / SEC#: 801-74543

RIA

Registered Investment Advisory firm - (3/27/2012 Approved)

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Contact information

Main Address

8310 S. Valley Highway Suite 110, Englewood, CO 80112

Mailing Address

8310 S. Valley Highway Suite 110, Englewood, CO 80112

Phone number

(303) 662-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARSONEX ADVISORY SERVICES BROCHURE 3-2023 (3/30/2025)

Regulatory assets under management

Total Number of Accounts	609
AUM (Assets Under Management)	$ 174,840,469

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mark R. Molenaar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Randall Molenaar's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARSONEX SECURITIES, INC.

PARSONEX ADVISORY SERVICES, INC.

STILLPOINT CAPITAL, LLC

WESTMOORE SECURITIES, INC.

Primary Firm SEC Registration

PARSONEX ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/5/2012

Series 63

Date: 1/27/2003

SIE

Date: 10/1/2018

Series 79

Date: 10/10/2012

Series 7

Date: 1/22/2003

Series 27

Date: 7/10/2003

FINRA

Current Firm

PARSONEX ADVISORY SERVICES, INC.

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARSONEX ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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