Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Freise is a financial advisor with Raymond James Financial Services Advisors, Inc. Mark has been in the industry since 2006 and is registered with the state of Washington and Texas as a registered representative and investment advisor representative. Mark has a Series 7, Series 63, and Series 66 securities license. He has been with Raymond James Financial Services Advisors, Inc. since 2015. Prior to joining Raymond James, Mark was with Edward Jones for 10 years. Mark is a Certified Financial Planner. He is also the owner of Freise Financial, Inc., a support company for his business expenses.
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
WA
08/14/2015 - Present
Raymond James Financial Services Advisors, Inc. (MILL CREEK WA)
WA
01/01/2006 - 08/14/2015
EDWARD JONES (EVERETT WA)
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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