Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annie? Claim Your ProfileAnnie Markham is a financial advisor with Raymond James Financial Services, Inc. located in Plano, TX. Annie has been in the financial industry since 2000. Annie is a Series 7, Series 9, Series 10, and Series 63 licensed representative. Annie has held prior roles at Morgan Stanley and Citigroup Global Markets Inc.
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.
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.
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2
TX
06/03/2016 - Present
Raymond James Financial Services, Inc. (PLANO TX)
TX
06/01/2009 - 06/30/2016
MORGAN STANLEY (PLANO TX)
TX
12/13/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
TX
02/02/2000 - 06/14/2006
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
BC
Issued 02/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/19/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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