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 Peetz is a financial advisor with over 45 years of experience in the industry. Mark has held several positions at firms including E.F. Hutton & Company Inc, Shearson Lehman Hutton Inc, Sutro & Co Incorporated, Silicon Valley Securities, Inc, and most recently Cantella & Co., Inc. Mark joined Kingswood Wealth Advisors, LLC in October 2022. Mark's registrations include Series 7, Series 63, Series 65, and SIE. Mark specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Mark is registered in 14 states as an Investment Advisor Representative and 17 states as a Broker. Mark has extensive experience working with individuals, families, and corporations. Mark is based out of the Campbell, California office of Kingswood Wealth Advisors, LLC.
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.
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.
Hourly consulting
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
11/02/2022 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
CA
07/27/2018 - 11/01/2022
CANTELLA & CO., INC. (Campbell CA)
CA
11/19/1996 - 08/01/2018
SILICON VALLEY SECURITIES, INC. (SAN JOSE CA)
CA
02/08/1988 - 11/19/1996
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
02/15/1988 - 03/28/1988
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
12/24/1975 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 12/20/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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