Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edward Lefevre is a financial advisor with over 40 years of experience in the industry. Mark is currently registered with B. Riley Wealth Advisors, Inc. as a Registered Representative and Investment Advisor Representative. Mark is also registered with the states of Illinois and Texas as an Investment Advisor Representative. Prior to joining B. Riley Wealth Advisors, Inc., Mark was employed by Wachovia Securities, LLC, Blunt Ellis & Loewi Incorporated, and A. G. Edwards & Sons, Inc. Mark has a strong background in financial planning, portfolio management for individuals and businesses, and pension consulting. Mark is dedicated to providing his clients with personalized financial advice and guidance.
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.
1
2
IL
07/28/2022 - Present
B. Riley Wealth Advisors, Inc. (Crystal Lake IL)
MO
09/04/1990 - 08/23/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NA
09/13/1982 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
11/27/1978 - 09/16/1982
A. G. EDWARDS & SONS, INC.
IA
Issued 12/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/04/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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