Unclaimed
Mark Houtz is a financial advisor at Raymond James Financial Services, Inc. located in Ephrata, Pennsylvania. Mark Houtz has been in the financial services industry for over 5 years, having passed the Series 7, Series 63, and SIE exams. Mark Houtz is registered with the state of Pennsylvania.
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.
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.
1
2
PA
05/01/2023 - Present
Raymond James Financial Services, Inc. (Ephrata PA)
PA
12/21/2017 - 05/09/2023
WELLS FARGO CLEARING SERVICES, LLC (WYOMISSING PA)
BC
Issued 01/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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