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 Stamper is a financial advisor who has been in the industry since 1996. Mark is currently registered with Charles Schwab & CO., Inc. and has been with the firm since 2014. Mark holds Series 7, 9, 10, 24, 63, and 66 licenses and is also a Certified Financial Planner. Mark is a volunteer on the CFP Board Disciplinary and Ethics Commission. Mark has experience working with a range of clients including high-net-worth individuals, corporations, and other businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
01/22/2025 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
GA
05/18/2004 - 02/26/2014
USAA FINANCIAL ADVISORS, INC. (ATLANTA GA)
MN
03/25/1996 - 05/04/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/25/1996 - 05/04/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/14/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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