Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Charles Hamm is a financial advisor with Stifel, Nicolaus & Company, Inc. located in West Bend, Wisconsin. Mark has been in the financial services industry for over 30 years and has experience serving the needs of individuals, high-net-worth individuals, businesses, trusts, and retirement plans. Mark offers a wide range of financial services, including financial planning, investment management, retirement planning, and estate planning. Mark is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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2
WI
11/25/2005 - Present
Stifel, Nicolaus & Company, Inc. (WEST BEND WI)
MO
08/16/1996 - 12/05/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IL
06/03/1993 - 08/27/1996
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
WI
04/30/1993 - 06/09/1993
COORDINATED CAPITAL SECURITIES, INC. (FORT ATKINSON WI)
IA
Issued 06/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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