Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Earnest Myers is a financial advisor with over 20 years of experience in the industry. Mark is a registered representative with Raymond James Financial Services Advisors, Inc. Mark's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Mark is also a Certified Financial Planner. Mark's office is located at 357 EAST 1200 SOUTH in OREM, UT.
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
UT
12/11/2013 - Present
Raymond James Financial Services Advisors, Inc. (OREM UT)
UT
06/01/2009 - 12/10/2013
MORGAN STANLEY (PROVO UT)
UT
09/07/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PROVO UT)
IA
Issued 09/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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