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 Yadgaroff is a registered investment advisor representative, with over 35 years of experience in the financial industry. Mark has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. He is committed to building lasting relationships with clients and helping them achieve their financial goals. Currently Mark is with Stephens, a firm that specializes in providing financial services to individuals, families, and businesses. Prior to joining Stephens, Mark was with Oppenheimer & Co. Inc. and Sanford C. Bernstein & Co., 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
01/17/2023 - Present
Stephens (East Hampton NY)
NY
06/12/2017 - 01/20/2023
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
12/07/2000 - 06/13/2017
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
02/23/1988 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 04/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/25/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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