Mark W. Teed

About Mark W. Teed

Mark W. Teed is a trusted investment advisor representative who currently manages nearly $300 million in client assets and who is a registered broker in 30 states and territories in the United States as of 2020. Mark has more than three decades worth of financial services experience, with 30 plus years spent in investment management. Mark’s approach to portfolio management is simple: He keeps his clients informed about changes in the market and the opportunities they provide. His approach to investment success is much more complicated. As a financial advisor, Mark knows that the investment strategies employed must meet his clients’ individual investment objectives and balance market risk. Timely data and robust analytics provide him with the ability to spot opportunities quickly, but he believes it is his experience that truly gives his clients an edge. That expertise is widely acknowledged, and as a result, Mark is a regular commentator on television news regarding market and investment trends and issues. Designations: Series 7, 8, 63, 66 CRPC®, Chartered Retirement Planning Counselor WMS, Wealth Management Specialist

Experience

1. Senior Vice President, Investments

   Raymond James

   Sep 2012 — Present

   Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management.Raymond James financial advisors may only conduct business with residents of the states and/orjurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities andtax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.Raymond James & Associates, Inc, Member New York Stock Exchange/SIPCPlease follow this link to disclosures: http://raymondjames.com/smrja.htm

Education

• Springfield College

  Bachelor of Science (B.S.)

  1975 — 1979

Skills

• Bonds
• Strategic Financial Planning
• Portfolio Management
• Asset Management
• Financial Advisory
• Asset Managment
• Mutual Funds
• Series 7
• Securities
• 401k Rollovers
• Stocks
• Investment Advisory
• Financial Services
• Investment Strategies
• Investments
• Retirement Planning