Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Joseph Lacy is a registered representative with Raymond James & Associates, Inc. located in Atlanta, Georgia. Mark has been in the securities industry since January 30, 2013, and has experience in investment banking. Mark has passed the Series 63, SIE, and Series 79 exams. Mark has been registered with FINRA and has been working with Raymond James & Associates, Inc. since March 30, 2021. Previously, Mark was a registered representative with FINANCO SECURITIES, LLC and FINSEC, LLC. Mark has a diverse background in the financial industry and can provide a wide range of services to his clients.
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
GA
03/30/2021 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
NY
03/14/2014 - 05/06/2021
FINANCO SECURITIES, LLC (NEW YORK NY)
NY
01/23/2013 - 03/05/2014
FINSEC, LLC (NEW YORK NY)
BC
Issued 09/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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