Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anthony Demo is a financial advisor with over 30 years of experience in the industry. Mark has worked with Stifel, Nicolaus & Company, Inc. since 2018 and previously worked at Wells Fargo Clearing Services, LLC and A.G. Edwards & Sons, Inc. Mark specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles. Mark is registered to provide investment advice in 24 states.
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.
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
NY
05/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (DEWITT NY)
NY
01/01/2008 - 06/18/2018
WELLS FARGO CLEARING SERVICES, LLC (DEWITT NY)
NY
01/14/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DEWITT NY)
MA
04/03/1996 - 02/03/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
05/24/1989 - 01/11/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 05/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX 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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