Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Shattan is an Investment Advisor Representative at Growthline Capital Management LLC. Mark is a Chartered Financial Analyst, and holds the Series 7, Series 24 and Series 63 licenses. Mark has a significant amount of experience in the industry, having worked at Goldman, Sachs & Co. and Salomon Smith Barney Inc. before joining Growthline Capital Management LLC. Mark's current registration is with the state of Connecticut.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CT
02/29/2024 - Present
Growthline Capital Management LLC (STAMFORD CT)
NY
06/07/1999 - 06/05/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
10/20/1998 - 03/31/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 02/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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