Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Evan Clopton is a financial advisor in Plano, Texas. Mark Clopton is registered with the state of Oklahoma and has passed the Series 7, Series 31 and the Series 66 exams. He is currently affiliated with Retirement Planners of America. Mark Clopton has previous employment history with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. and Morgan Stanley. Mark Clopton has also worked as an Independent Insurance Agent.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
01/06/2024 - Present
Retirement Planners OF America (PLANO TX)
OK
06/01/2009 - 01/16/2014
MORGAN STANLEY (OKLAHOMA CITY OK)
OK
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OKLAHOMA CITY OK)
OK
10/17/2003 - 04/02/2007
MORGAN STANLEY DW INC. (OKLAHOMA CITY OK)
BOTH
Issued 10/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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