Unclaimed
John Raymond Markle is a financial advisor currently registered with Raymond James & Associates, Inc. with over 40 years of experience in the industry. John has previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and BACHE HALSEY STUART SHIELDS INCORPORATED. John is licensed in 16 states and is also a registered Investment Advisor in Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
01/23/2009 - Present
Raymond James & Associates, Inc. (Houston TX)
TX
05/23/1980 - 01/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
NA
07/17/1979 - 06/16/1980
BACHE HALSEY STUART SHIELDS INCORPORATED
NA
04/21/1977 - 07/18/1979
E. F. HUTTON & COMPANY INC
IA
Issued 11/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1977
PC - AMEX Put and Call Exam
BC
Issued 04/16/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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