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 Swoboda is an investment advisor representative with Mirador Capital Partners, registered with the state of California. Mark Swoboda has been in the industry since 2013, and previously worked for Okta, Inc., Autodesk, Inc., and ANSYS, Inc.. Mark Swoboda specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Mark Swoboda holds a Series 65 license.
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.
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.
1
2
CA
09/20/2023 - Present
Mirador Capital Partners (PLEASANTON CA)
IA
Issued 09/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Mark Swoboda is the right advisor for you? Invested Better is here to help.
