Mark W. Chapman
CERTIFIED FINANCIAL PLANNER™
- Role
- Certified Financial Plannertm Professional at Raymond James
- Location
- Scottsboro, AL, US
- LinkedIn followers
- 500 followers
About Mark W. Chapman
As a CERTIFIED FINANCIAL PLANNER™ professional with Raymond James I get the opportunity to work with individuals, families, and small businesses to help serve their financial needs. Which include:• Retirement Planning• Investment Planning• Insurance Planning• Estate Planning• Education PlanningI am a 2001 graduate of Scottsboro High School and a 2005 graduate of The University of Alabama where I earned a Bachelor of Science degree in Commerce and Business Administration with a major in Finance.Prior to joining Raymond James I worked with Sterne Agee in Birmingham Alabama from 2005 thru 2013. I earned my CERTIFIED FINANCIAL PLANNER™ certification in 2015 and earned my AAMS®, Accredited Asset Management SpecialistSM, designation in 2014. I\'m an active member of the Scottsboro Rotary Club as well as a member of the Board of Directors of the Greater Jackson County Chamber of Commerce.For important disclosure information, please see \"Social Media Disclosure\" link in the \"Contact Info\" section. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Experience
Certified Financial Plannertm Professional
Sep 2013 — Present
Investment advisory services offered through Raymond James Financial Services Advisors, IncSecurities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC
Education
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ professional Course Curriculum, Financial Planning and Services
2014 — 2015
University of Alabama
Bachelor of Science (B.S.)
2001 — 2005
Skills
- Equities
- Capital Markets
- Series 7
- Trading
- Series 66
- Investments
- Fixed Income
- Portfolio Management
- Bloomberg
- Financial Modeling
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