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 Mushro is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Stamford, Connecticut. Mark has been in the industry since 1985 and has extensive experience serving individual and institutional clients. He provides a range of services including financial planning, portfolio management, and investment advisory. Before joining Stifel, Nicolaus & Company, Inc. Mark worked at Knight Capital Americas LLC, Knight Capital Americas, L.P., Knight Libertas LLC, and UBS Securities LLC.
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
CT
06/28/2013 - Present
Stifel, Nicolaus & Company, Inc. (STAMFORD CT)
CT
07/02/2012 - 06/28/2013
KNIGHT CAPITAL AMERICAS LLC (GREENWICH CT)
CT
01/03/2011 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (GREENWICH CT)
CT
05/09/2008 - 01/03/2011
KNIGHT LIBERTAS LLC (GREENWICH CT)
CT
03/31/1988 - 05/27/2008
UBS SECURITIES LLC (STAMFORD CT)
NA
09/09/1987 - 03/19/1988
E. F. HUTTON & COMPANY INC
NA
12/10/1985 - 10/15/1987
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
NA
04/23/1985 - 12/24/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 01/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities 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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