Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Antony Greer is a registered representative with Raymond James & Associates, Inc. in Charlotte, North Carolina. Mark has been in the securities industry since January 1998. Mark has a Series 7, Series 31, and Series 63 license as well as a Series 65 license. Mark also holds registrations in 14 states and the District of Columbia. Mark previously worked at UBS Financial Services Inc., A. G. Edwards & Sons, Inc., and Wells Fargo Clearing Services, LLC. Mark specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisers.
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
NC
01/12/2018 - Present
Raymond James & Associates, Inc. (CHARLOTTE NC)
NC
01/01/2008 - 01/22/2018
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
01/06/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHARLOTTE NC)
NJ
01/22/1998 - 01/18/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 12/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/1997
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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