Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stephen Trimble is a financial advisor with over 45 years of experience in the financial industry. Mark is currently registered with Raymond James & Associates, Inc. and is licensed to provide investment advice in Arkansas and Texas. Mark offers a variety of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Mark has also been registered in other states including Alabama, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Kentucky, Louisiana, Massachusetts, Michigan, Mississippi, Missouri, New Hampshire, New Jersey, New York, Oklahoma, Pennsylvania, South Carolina, Tennessee, Virginia, and Wisconsin. Mark has passed a variety of financial industry exams including the Series 1, Series 7, Series 31, Series 63, and Series 65. Mark has also been employed by Stephens Inc. and is active in the industry since November of 1977.
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
AR
10/25/2024 - Present
Raymond James & Associates, Inc. (LITTLE ROCK AR)
IA
Issued 02/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/1978
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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