Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Almlie is a financial advisor who has been working in the industry since 1999. He is registered with Raymond James Financial Services Advisors, Inc. in Osceola, WI. Mark has a wide range of experience in the financial industry, including working with individuals, businesses, and retirement plans. Mark is also a registered investment advisor and holds the Series 7, 63, 24, and SIE licenses. He has a strong commitment to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WI
05/21/2009 - Present
Raymond James Financial Services Advisors, Inc. (OSCEOLA WI)
WI
05/17/2006 - 06/24/2008
BANCWEST INVESTMENT SERVICES, INC. (SPOONER WI)
WI
06/20/2003 - 05/17/2006
PRIMEVEST FINANCIAL SERVICES, INC. (SPOONER WI)
MN
08/29/2001 - 06/13/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
04/29/1999 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
IA
Issued 07/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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