Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Raymond Palmer is a financial advisor who has been in the industry for over 25 years. Mark has a strong background in financial planning, portfolio management, and investment advisory services. Mark is currently registered with Edelman Financial Engines, which is a leading provider of financial planning and investment management services. Mark has previously worked for several other firms including EF Legacy Securities, LLC, Sanders Morris Harris LLC, UnionBanc Investment Services, LLC, Presidio Merchant Partners LLC, Charles Schwab & Co., Inc., Comerica Securities, and Wells Fargo Securities Inc. Mark is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs.
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.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
CA
06/04/2019 - Present
Edelman Financial Engines (Walnut Creek CA)
CA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (WALNUT CREEK CA)
CA
08/11/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (SANTA CLARA CA)
CA
02/23/2015 - 08/06/2015
UNIONBANC INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
CA
07/02/2012 - 12/17/2012
PRESIDIO MERCHANT PARTNERS LLC (SAN FRANCISCO CA)
CA
03/27/2007 - 10/13/2010
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
CA
06/14/2004 - 09/29/2006
COMERICA SECURITIES (SAN FRANCISCO CA)
CA
05/02/2001 - 05/05/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
09/22/1995 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
10/07/1994 - 07/25/1995
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 3/2/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 2/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/28/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 10/3/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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