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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Digiovanni is an investment advisor representative with Edelman Financial Engines based in Spring, TX. Mark has over 20 years of experience in the financial services industry, having worked for firms including TIAA-CREF and UBS Financial Services Inc. Mark is a Certified Financial Planner™ professional and holds a Series 65, Series 63, Series 7, Series 6, and SIE. Mark specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, and portfolio management services to high-net-worth individuals, corporations, and other 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.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
TX
06/28/2021 - Present
Edelman Financial Engines (SPRING TX)
TX
01/25/2018 - 06/21/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HOUSTON TX)
LA
01/15/2008 - 06/16/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (METAIRIE LA)
TX
05/04/2007 - 11/29/2007
UBS FINANCIAL SERVICES INC. (THE WOODLANDS TX)
TX
03/12/1996 - 05/14/2007
FIDELITY BROKERAGE SERVICES LLC (THE WOODLANDS TX)
RI
07/07/1994 - 03/12/1996
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
12/06/1993 - 06/29/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NJ
06/24/1992 - 03/16/1993
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 06/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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