Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Croyle is a financial advisor registered with Raymond James & Associates, Inc. Mark has been in the financial industry since 1993 and has experience with a variety of firms including Morgan Stanley, Capital One Investment Services LLC, Prime Capital Services, Inc., RBC Capital Markets, LLC, and Morgan Stanley Smith Barney. Mark's specialties include providing financial planning services, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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
MD
10/28/2022 - Present
Raymond James & Associates, Inc. (TIMONIUM MD)
MD
10/08/2014 - 10/31/2022
MORGAN STANLEY (Rockville MD)
VA
04/24/2013 - 07/25/2014
CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)
MD
02/06/2012 - 01/11/2013
PRIME CAPITAL SERVICES, INC. (TOWSON MD)
MD
02/01/2010 - 07/05/2011
RBC CAPITAL MARKETS, LLC (CHEVY CHASE MD)
DC
06/01/2009 - 11/27/2009
MORGAN STANLEY SMITH BARNEY (WASHINGTON DC)
MD
10/03/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BALTIMORE MD)
DC
07/30/2003 - 10/09/2007
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
NY
01/13/2001 - 06/03/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
06/22/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
MD
09/21/1995 - 06/26/1998
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
03/23/1994 - 10/13/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
03/07/1994 - 03/22/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/27/1989 - 03/10/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 11/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 02/02/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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