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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stephan Trimmer is a financial advisor who has been in the industry since 1989. Mark is currently registered with Raymond James Financial Services Advisors, Inc. in New Mexico and Texas. Prior to that, Mark worked at RBC Capital Markets, LLC and Raymond James Financial Services, Inc. in New Mexico. Mark has a wide range of experience and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Mark is also a Registered Investment Advisor in New Mexico.
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
NM
09/13/2019 - Present
Raymond James Financial Services Advisors, Inc. (ALBUQUERQUE NM)
NM
09/23/2011 - 09/25/2019
RBC CAPITAL MARKETS, LLC (ALBUQUERQUE NM)
NM
03/04/2002 - 09/22/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALBURQUERQUE NM)
CT
06/07/1993 - 03/13/2002
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
11/05/1992 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NM
08/11/1987 - 02/21/1991
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
NA
08/21/1985 - 10/21/1985
BLINDER, ROBINSON & CO.,INC.
IA
Issued 12/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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