Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Steven Palmer is an investment advisor representative at Wells Fargo Clearing Services, LLC. Mark has been in the financial industry since February 2, 1983. Prior to joining Wells Fargo Clearing Services, LLC, Mark was registered with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Eверен Securities, Inc., Bateman Eichler, Hill Richards, Incorporated and Boettcher & Company, Inc. Mark holds FINRA Series 7, Series 8, Series 63, and Series 65 licenses. Mark is registered with the states of Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Kansas, Maryland, Massachusetts, Michigan, Missouri, Montana, Nevada, New Jersey, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington and Wyoming.
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.
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.
Investment consulting services to institutional clients
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
CO
06/22/2012 - Present
Wells Fargo Clearing Services, LLC (GREENWOOD VILLAGE CO)
CO
06/01/2009 - 07/13/2012
MORGAN STANLEY SMITH BARNEY (DENVER CO)
CO
12/08/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
MO
09/04/1990 - 12/09/1997
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
02/26/1988 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
01/20/1983 - 02/11/1988
BOETTCHER & COMPANY, INC.
IA
Issued 01/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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