Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Pearce is a financial advisor with over 25 years of experience in the industry. Mark is currently registered with Raymond James & Associates, Inc. and has a Series 7, Series 63 and SIE licenses. Mark specializes in portfolio management for individuals and businesses and has a broad client base, including high-net-worth individuals, pension plans, corporations, and insurance companies. Prior to joining Raymond James & Associates, Inc., Mark worked at Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Mark offers a variety of financial services, including financial planning, portfolio management, investment advice, and educational seminars.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
02/16/2018 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
FL
01/01/2008 - 02/17/2009
WACHOVIA SECURITIES, LLC (BOYNTON BEACH FL)
FL
02/20/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BOYNTON BEACH FL)
BC
Issued 02/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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