Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Raymond Palmer is an investment advisor representative who is currently registered with Edelman Financial Engines. Mark Palmer has been in the industry for over 25 years and holds multiple industry licenses and designations. Mark Palmer has previously worked with a variety of financial institutions including Wells Fargo, Charles Schwab, and Sanders Morris Harris. Mark Palmer is dedicated to providing clients with comprehensive financial planning services, including investment management and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
CA
06/04/2019 - Present
Edelman Financial Engines (Walnut Creek CA)
CA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (WALNUT CREEK CA)
CA
08/11/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (SANTA CLARA CA)
CA
02/23/2015 - 08/06/2015
UNIONBANC INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
CA
07/02/2012 - 12/17/2012
PRESIDIO MERCHANT PARTNERS LLC (SAN FRANCISCO CA)
CA
03/27/2007 - 10/13/2010
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
CA
06/14/2004 - 09/29/2006
COMERICA SECURITIES (SAN FRANCISCO CA)
CA
05/02/2001 - 05/05/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
09/22/1995 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
10/07/1994 - 07/25/1995
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 03/02/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 10/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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