Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark McCulloch is a financial advisor with Raymond James Financial Services Advisors, Inc. Mark has over 20 years of experience in the financial services industry. Mark's experience includes working with high-net-worth individuals, families, and businesses. Mark provides a variety of financial planning and investment management services to help clients meet their financial goals. Mark is committed to providing his clients with personalized financial advice and service.
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
CO
02/14/2020 - Present
Raymond James Financial Services Advisors, Inc. (Evergreen CO)
CO
10/29/2010 - 02/18/2020
MORGAN STANLEY (GREENWOOD VILLAGE CO)
CO
09/24/2004 - 11/04/2010
RBC CAPITAL MARKETS, LLC (GREENWOOD VILLAGE CO)
NJ
08/31/1998 - 10/14/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/01/1998 - 07/24/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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