Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Walker Payne is an active Registered Representative and Investment Advisor Representative with Raymond James & Associates, Inc. Mark has been in the securities industry since December 10, 1981. Mark is registered with the state of South Carolina as an Investment Advisor Representative. Mark is also registered with the state of Texas as an Investment Advisor Representative. Mark has passed the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65). Mark also has licenses for Series 7 and the Securities Industry Essentials Examination (SIE). Mark has a long history of experience in the securities industry, with previous employment at Morgan Keegan & Company, Inc., and Citigroup Global Markets Inc. Mark is currently registered in 21 states and specializes in securities and investment advisory services, with a focus on portfolio management for individuals and businesses.
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
SC
03/17/2016 - Present
Raymond James & Associates, Inc. (GREENVILLE SC)
SC
04/17/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (GREENVILLE SC)
SC
12/11/1981 - 05/08/2009
CITIGROUP GLOBAL MARKETS INC. (GREENVILLE SC)
IA
Issued 06/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
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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